Arax Advisory Partners’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Arax Advisory Partners’s Portfolio PTMC Stock Details PTMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-141	Closed	-$5K	–	1196
2021 Q4	$5K	Hold	141	–	–	﹤0.01%	773
2021 Q3	$5K	Buy	+141	New	+$5K	﹤0.01%	760

Other funds holding PTMC

RJFSA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arax Advisory Partners's PTMC Position: Q1 2022 in Review

Arax Advisory Partners sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2022, closing a stake of 141 shares — an estimated $5K sold.

Arax Advisory Partners first reported a position in PTMC in Q3 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 73 funds tracked by Wall St. Rank hold PTMC as of Q1 2022.

Arax Advisory Partners reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q1 2022 after selling out during the quarter.
Arax Advisory Partners sold 141 Pacer Trendpilot US Mid Cap ETF shares in Q1 2022, an estimated $5K.
Arax Advisory Partners first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2021 and held it in 2 quarters.
Arax Advisory Partners's Pacer Trendpilot US Mid Cap ETF position peaked at $5K in Q4 2021.
73 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2022.

Based on Arax Advisory Partners's 13F filing for Q1 2022, filed 12 May 2022.