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Atria Wealth Solutions’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-6,624
Closed -$246K – 2070
2024
Q3 		$246K Sell
6,624
-543
-8% -$19.5K ﹤0.01% 1638
2024
Q2 		$249K Sell
7,167
-6,828
-49% -$238K ﹤0.01% 1618
2024
Q1 		$504K Sell
13,995
-4,617
-25% -$155K 0.01% 1261
2023
Q4 		$612K Sell
18,612
-4,388
-19% -$138K 0.01% 1109
2023
Q3 		$726K Sell
23,000
-2,587
-10% -$85.2K 0.01% 958
2023
Q2 		$843K Sell
25,587
-954
-4% -$30.5K 0.01% 920
2023
Q1 		$843K Sell
26,541
-130
-0.5% -$4.27K 0.01% 861
2022
Q4 		$832K Buy
26,671
+4
+0% +$128 0.01% 839
2022
Q3 		$858K Sell
26,667
-1,341
-5% -$45.1K 0.01% 773
2022
Q2 		$967K Buy
28,008
+3,058
+12% +$106K 0.02% 709
2022
Q1 		$861K Buy
+24,950
New +$870K 0.01% 793

Other funds holding PTMC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Atria Wealth Solutions's PTMC Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q4 2024, closing a stake of 6,624 shares — an estimated $246K sold.

Atria Wealth Solutions first reported a position in PTMC in Q1 2022 and held it in 11 quarters. The position peaked at $967K in Q2 2022. 68 funds tracked by Wall St. Rank hold PTMC as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,624 Pacer Trendpilot US Mid Cap ETF shares in Q4 2024, an estimated $246K.
  • Atria Wealth Solutions first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Pacer Trendpilot US Mid Cap ETF position peaked at $967K in Q2 2022.
  • 68 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.