Coppell Advisory Solutions’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Coppell Advisory Solutions’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
2023 Q4	$62.3K	Buy	+1,440	New	+$59.3K	0.01%	452
2023 Q3	–	Sell	-1,440	Closed	-$58.8K	–	1466
2023 Q2	$58.8K	Buy	+1,440	New	+$56.2K	0.02%	322

Other funds holding PTLC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Coppell Advisory Solutions's PTLC Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2023: 1,440 shares worth $62.3K. The stake represents 0.01% of the portfolio and ranks #452 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in PTLC as recently as Q2 2023.

Coppell Advisory Solutions first reported a position in PTLC in Q2 2023 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold PTLC as of Q4 2023.

Coppell Advisory Solutions held 1,440 shares of Pacer Trendpilot US Large Cap ETF worth $62.3K as of Q4 2023.
Pacer Trendpilot US Large Cap ETF was a new Coppell Advisory Solutions position in Q4 2023.
Pacer Trendpilot US Large Cap ETF made up 0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #452 holding.
Coppell Advisory Solutions first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2023 and has held it in 2 quarters since.
190 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.