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

Creative Planning’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
2017 Q3	–	Sell	-1,910	Closed	-$54K	–	3267
2017 Q2	$54K	Buy	+1,910	New	+$53.6K	﹤0.01%	2461
2016 Q2	–	Sell	-4,451	Closed	-$103K	–	4476
2016 Q1	$103K	Buy	4,451 +3,237	+267%	+$75K	﹤0.01%	1614
2015 Q4	$28K	Buy	+1,214	New	+$28.2K	﹤0.01%	2598

Other funds holding PTMC

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

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning's PTMC Position: Q3 2017 in Review

Creative Planning sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2017, closing a stake of 1,910 shares — an estimated $54K sold.

Creative Planning first reported a position in PTMC in Q4 2015 and held it in 3 quarters. The position peaked at $103K in Q1 2016. 26 funds tracked by Wall St. Rank hold PTMC as of Q3 2017.

Creative Planning reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,910 Pacer Trendpilot US Mid Cap ETF shares in Q3 2017, an estimated $54K.
Creative Planning first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2015 and held it in 3 quarters.
Creative Planning's Pacer Trendpilot US Mid Cap ETF position peaked at $103K in Q1 2016.
26 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.