Aspire Wealth Management’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Aspire Wealth Management’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
2024 Q3	$35.6K	Hold	959	–	–	0.02%	156
2024 Q2	$33.4K	Hold	959	–	–	0.02%	144
2024 Q1	$34.6K	Hold	959	–	–	0.02%	144
2023 Q4	$31.5K	Hold	959	–	–	0.02%	136
2023 Q3	$30.3K	Hold	959	–	–	0.02%	132
2023 Q2	$31.6K	Hold	959	–	–	0.02%	137
2023 Q1	$30.5K	Hold	959	–	–	0.02%	133
2022 Q4	$29.9K	Hold	959	–	–	0.03%	131
2022 Q3	$31K	Hold	959	–	–	0.03%	124
2022 Q2	$33K	Hold	959	–	–	0.03%	128
2022 Q1	$33K	Hold	959	–	–	0.03%	130
2021 Q4	$35K	Buy	+959	New	+$34.7K	0.03%	134

Other funds holding PTMC

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

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

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

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

Aspire Wealth Management held its Pacer Trendpilot US Mid Cap ETF (PTMC) position steady in Q3 2024 at 959 shares worth $35.6K. The position accounts for 0.02% of the portfolio, ranked #156.

Aspire Wealth Management first reported a position in PTMC in Q4 2021 and has held it in 12 quarters since. 66 funds tracked by Wall St. Rank hold PTMC as of Q3 2024.

Aspire Wealth Management held 959 shares of Pacer Trendpilot US Mid Cap ETF worth $35.6K as of Q3 2024.
Aspire Wealth Management left its Pacer Trendpilot US Mid Cap ETF share count unchanged in Q3 2024.
Pacer Trendpilot US Mid Cap ETF made up 0.02% of Aspire Wealth Management's portfolio in Q3 2024, its #156 holding.
Aspire Wealth Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2021 and has held it in 12 quarters since.
66 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2024.

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