Aspire Wealth Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Aspire Wealth Management’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
2024 Q3	$71K	Hold	1,351	–	–	0.04%	133
2024 Q2	$67.2K	Hold	1,351	–	–	0.04%	126
2024 Q1	$64.5K	Hold	1,351	–	–	0.04%	128
2023 Q4	$58.4K	Hold	1,351	–	–	0.04%	123
2023 Q3	$54K	Hold	1,351	–	–	0.04%	120
2023 Q2	$55.8K	Hold	1,351	–	–	0.04%	121
2023 Q1	$51.4K	Hold	1,351	–	–	0.04%	124
2022 Q4	$50.6K	Hold	1,351	–	–	0.04%	120
2022 Q3	$51K	Hold	1,351	–	–	0.05%	111
2022 Q2	$51K	Hold	1,351	–	–	0.05%	117
2022 Q1	$52K	Hold	1,351	–	–	0.04%	116
2021 Q4	$56K	Buy	+1,351	New	+$54.5K	0.05%	117

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Aspire Wealth Management's PTLC Position: Q3 2024 in Review

Aspire Wealth Management held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q3 2024 at 1,351 shares worth $71K. The position accounts for 0.04% of the portfolio, ranked #133.

Aspire Wealth Management first reported a position in PTLC in Q4 2021 and has held it in 12 quarters since. 201 funds tracked by Wall St. Rank hold PTLC as of Q3 2024.

Aspire Wealth Management held 1,351 shares of Pacer Trendpilot US Large Cap ETF worth $71K as of Q3 2024.
Aspire Wealth Management left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q3 2024.
Pacer Trendpilot US Large Cap ETF made up 0.04% of Aspire Wealth Management's portfolio in Q3 2024, its #133 holding.
Aspire Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2021 and has held it in 12 quarters since.
201 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.