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Dixon Hughes Goodman Wealth Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$18K Hold
460
– – 0.01% 445
2021
Q4 		$19K Buy
+460
New +$18.6K 0.01% 385

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Commonwealth Equity Services
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

Dixon Hughes Goodman Wealth Advisors's PTLC Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q1 2022 at 460 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #445.

Dixon Hughes Goodman Wealth Advisors first reported a position in PTLC in Q4 2021 and has held it in 2 quarters since. The position peaked at $19K in Q4 2021. 147 funds tracked by Wall St. Rank hold PTLC as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 460 shares of Pacer Trendpilot US Large Cap ETF worth $18K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q1 2022.
  • Pacer Trendpilot US Large Cap ETF made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #445 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $19K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.