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Arkadios Wealth Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-741
Closed -$27K – 1468
2021
Q3 		$27K Hold
741
– – ﹤0.01% 1107
2021
Q2 		$27K Hold
741
– – ﹤0.01% 1165
2021
Q1 		$25K Sell
741
-79
-10% -$2.67K ﹤0.01% 908
2020
Q4 		$26K Buy
+820
New +$25.6K 0.01% 688

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arkadios Wealth Advisors's PTLC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2021, closing a stake of 741 shares — an estimated $27K sold.

Arkadios Wealth Advisors first reported a position in PTLC in Q4 2020 and held it in 4 quarters. The position peaked at $27K in Q3 2021. 147 funds tracked by Wall St. Rank hold PTLC as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 741 Pacer Trendpilot US Large Cap ETF shares in Q4 2021, an estimated $27K.
  • Arkadios Wealth Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $27K in Q3 2021.
  • 147 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.