Cambridge Trust’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Cambridge Trust’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 Q1	$112K	Buy	+2,340	New	+$106K	﹤0.01%	326

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Cambridge Trust's PTLC Position: Q1 2024 in Review

Cambridge Trust opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2024: 2,340 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #326 among its holdings.

195 funds tracked by Wall St. Rank hold PTLC as of Q1 2024.

Cambridge Trust held 2,340 shares of Pacer Trendpilot US Large Cap ETF worth $112K as of Q1 2024.
Pacer Trendpilot US Large Cap ETF was a new Cambridge Trust position in Q1 2024.
Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #326 holding.
195 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.