Creative Financial Designs’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Creative Financial Designs’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
2020 Q3	–	Sell	-1,568	Closed	-$43K	–	1277
2020 Q2	$43K	Buy	+1,568	New	+$44.1K	0.01%	444
2018 Q4	–	Sell	-194	Closed	-$6K	–	724
2018 Q3	$6K	Hold	194	–	–	﹤0.01%	510
2018 Q2	$6K	Hold	194	–	–	﹤0.01%	532
2018 Q1	$6K	Buy	+194	New	+$6.09K	﹤0.01%	484

Other funds holding PTMC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Creative Financial Designs's PTMC Position: Q3 2020 in Review

Creative Financial Designs sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2020, closing a stake of 1,568 shares — an estimated $43K sold.

Creative Financial Designs first reported a position in PTMC in Q1 2018 and held it in 4 quarters. The position peaked at $43K in Q2 2020. 57 funds tracked by Wall St. Rank hold PTMC as of Q3 2020.

Creative Financial Designs reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2020 after selling out during the quarter.
Creative Financial Designs sold 1,568 Pacer Trendpilot US Mid Cap ETF shares in Q3 2020, an estimated $43K.
Creative Financial Designs first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2018 and held it in 4 quarters.
Creative Financial Designs's Pacer Trendpilot US Mid Cap ETF position peaked at $43K in Q2 2020.
57 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2020.

Based on Creative Financial Designs's 13F filing for Q3 2020, filed 6 Oct 2020.