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

CEDRUS’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 		$832K Buy
15,825
+10,993
+228% +$556K 0.31% 65
2024
Q2 		$240K Buy
+4,832
New +$231K 0.12% 137

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

CEDRUS's PTLC Position: Q3 2024 in Review

CEDRUS increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 228% in Q3 2024, buying an estimated $556K and bringing the position to 15,825 shares worth $832K. The position accounts for 0.31% of the portfolio, ranked #65.

CEDRUS first reported a position in PTLC in Q2 2024 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold PTLC as of Q3 2024.

  • CEDRUS held 15,825 shares of Pacer Trendpilot US Large Cap ETF worth $832K as of Q3 2024.
  • CEDRUS bought 10,993 Pacer Trendpilot US Large Cap ETF shares in Q3 2024, an estimated $556K.
  • Pacer Trendpilot US Large Cap ETF made up 0.31% of CEDRUS's portfolio in Q3 2024, its #65 holding.
  • CEDRUS first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.