Advisornet Financial’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Advisornet Financial’s Portfolio PTLC Stock Details PTLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-138	Closed	-$5K	–	2087
2022 Q1	$5K	Hold	138	–	–	﹤0.01%	1629
2021 Q4	$6K	Hold	138	–	–	﹤0.01%	1620
2021 Q3	$5K	Buy	+138	New	+$5.34K	﹤0.01%	1631
2020 Q4	–	Sell	-325	Closed	-$10K	–	1796
2020 Q3	$10K	Sell	325 -2,779	-90%	-$80.9K	﹤0.01%	1278
2020 Q2	$84K	Sell	3,104 -2,484	-44%	-$67.2K	0.01%	724
2020 Q1	$151K	Sell	5,588 -44,154	-89%	-$1.41M	0.01%	521
2019 Q4	$1.66M	Buy	49,742 +1,026	+2%	+$33K	0.14%	144
2019 Q3	$1.51M	Sell	48,716 -29,235	-38%	-$901K	0.14%	149
2019 Q2	$2.39M	Buy	77,951 +2,497	+3%	+$74.8K	0.26%	87
2019 Q1	$2.22M	Buy	+75,454	New	+$2.18M	0.27%	87

Other funds holding PTLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisornet Financial's PTLC Position: Q2 2022 in Review

Advisornet Financial sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2022, closing a stake of 138 shares — an estimated $5K sold.

Advisornet Financial first reported a position in PTLC in Q1 2019 and held it in 10 quarters. The position peaked at $2.39M in Q2 2019. 143 funds tracked by Wall St. Rank hold PTLC as of Q2 2022.

Advisornet Financial reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2022 after selling out during the quarter.
Advisornet Financial sold 138 Pacer Trendpilot US Large Cap ETF shares in Q2 2022, an estimated $5K.
Advisornet Financial first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2019 and held it in 10 quarters.
Advisornet Financial's Pacer Trendpilot US Large Cap ETF position peaked at $2.39M in Q2 2019.
143 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2022.

Based on Advisornet Financial's 13F filing for Q2 2022, filed 7 Jul 2022.