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

Cetera Advisors’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 		$15.4M Buy
322,944
+16,530
+5% +$750K 0.12% 159
2023
Q4 		$13.3M Sell
306,414
-2,472
-0.8% -$102K 0.18% 117
2023
Q3 		$12.3M Sell
308,886
-31,000
-9% -$1.28M 0.19% 112
2023
Q2 		$14M Buy
339,886
+22,132
+7% +$863K 0.22% 104
2023
Q1 		$12.1M Buy
317,754
+2,499
+0.8% +$93.2K 0.2% 111
2022
Q4 		$11.8M Buy
315,255
+54,082
+21% +$2.04M 0.21% 105
2022
Q3 		$9.84M Buy
261,173
+92,783
+55% +$3.49M 0.26% 89
2022
Q2 		$6.33M Buy
168,390
+22,916
+16% +$864K 0.14% 146
2022
Q1 		$5.65M Buy
145,474
+7,389
+5% +$288K 0.11% 186
2021
Q4 		$5.74M Sell
138,085
-14,867
-10% -$600K 0.12% 180
2021
Q3 		$5.77M Buy
152,952
+17,578
+13% +$681K 0.11% 184
2021
Q2 		$5.09M Buy
135,374
+6,198
+5% +$227K 0.12% 181
2021
Q1 		$4.49M Sell
129,176
-1,294
-1% -$43.6K 0.12% 169
2020
Q4 		$4.27M Sell
130,470
-26,483
-17% -$827K 0.14% 146
2020
Q3 		$4.63M Buy
156,953
+17,539
+13% +$511K 0.17% 121
2020
Q2 		$3.79M Buy
139,414
+34,801
+33% +$942K 0.16% 134
2020
Q1 		$2.83M Buy
104,613
+511
+0.5% +$16.3K 0.15% 149
2019
Q4 		$3.48M Buy
104,102
+10,655
+11% +$343K 0.15% 144
2019
Q3 		$2.9M Buy
93,447
+10,312
+12% +$318K 0.13% 159
2019
Q2 		$2.55M Buy
83,135
+11,926
+17% +$357K 0.11% 178
2019
Q1 		$2.09M Buy
71,209
+20,842
+41% +$602K 0.1% 190
2018
Q4 		$1.45M Buy
50,367
+21,223
+73% +$624K 0.08% 232
2018
Q3 		$920K Buy
29,144
+7,866
+37% +$242K 0.05% 382
2018
Q2 		$624K Buy
21,278
+5,603
+36% +$163K 0.04% 444
2018
Q1 		$446K Buy
15,675
+507
+3% +$14.8K 0.03% 500
2017
Q4 		$434K Sell
15,168
-157
-1% -$4.41K 0.03% 481
2017
Q3 		$417K Sell
15,325
-2,154
-12% -$57.1K 0.03% 523
2017
Q2 		$455K Buy
+17,479
New +$448K 0.03% 492

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 $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Cetera Advisors's PTLC Position: Q1 2024 in Review

Cetera Advisors increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 5.4% in Q1 2024, buying an estimated $750K and bringing the position to 322,944 shares worth $15.4M. The position accounts for 0.12% of the portfolio, ranked #159.

Cetera Advisors first reported a position in PTLC in Q2 2017 and has held it in 28 quarters since. 195 funds tracked by Wall St. Rank hold PTLC as of Q1 2024.

  • Cetera Advisors held 322,944 shares of Pacer Trendpilot US Large Cap ETF worth $15.4M as of Q1 2024.
  • Cetera Advisors bought 16,530 Pacer Trendpilot US Large Cap ETF shares in Q1 2024, an estimated $750K.
  • Pacer Trendpilot US Large Cap ETF made up 0.12% of Cetera Advisors's portfolio in Q1 2024, its #159 holding.
  • Cetera Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2017 and has held it in 28 quarters since.
  • 195 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.