Clarus Group’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Clarus Group’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 Q2	–	Sell	-67,465	Closed	-$2.43M	–	123
2024 Q1	$2.43M	Buy	67,465 +574	+0.9%	+$19.2K	1.7%	16
2023 Q4	$2.2M	Buy	66,891 +37,089	+124%	+$1.16M	1.66%	17
2023 Q3	$940K	Buy	+29,802	New	+$981K	0.68%	28
2021 Q1	–	Sell	-9,514	Closed	-$327K	–	108
2020 Q4	$327K	Buy	+9,514	New	+$292K	0.28%	60

Other funds holding PTMC

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Clarus Group's PTMC Position: Q2 2024 in Review

Clarus Group sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q2 2024, closing a stake of 67,465 shares — an estimated $2.43M sold.

Clarus Group first reported a position in PTMC in Q4 2020 and held it in 4 quarters. The position peaked at $2.43M in Q1 2024. 72 funds tracked by Wall St. Rank hold PTMC as of Q2 2024.

Clarus Group reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
Clarus Group sold 67,465 Pacer Trendpilot US Mid Cap ETF shares in Q2 2024, an estimated $2.43M.
Clarus Group first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2020 and held it in 4 quarters.
Clarus Group's Pacer Trendpilot US Mid Cap ETF position peaked at $2.43M in Q1 2024.
72 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2024.

Based on Clarus Group's 13F filing for Q2 2024, filed 22 Jul 2024.