Envestnet Asset Management
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Envestnet Asset Management’s Pacer US Export Leaders ETF PEXL Stock Holding History

Envestnet Asset Management’s Portfolio PEXL Stock Details PEXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,598
Closed -$372K – 4295
2024
Q2 		$372K Buy
+7,598
New +$369K ﹤0.01% 3608
2023
Q4 		– Sell
-19,522
Closed -$813K – 4134
2023
Q3 		$813K Buy
+19,522
New +$848K ﹤0.01% 2960

Other funds holding PEXL

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ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

Envestnet Asset Management's PEXL Position: Q3 2024 in Review

Envestnet Asset Management sold out of Pacer US Export Leaders ETF (PEXL) in Q3 2024, closing a stake of 7,598 shares — an estimated $372K sold.

Envestnet Asset Management first reported a position in PEXL in Q3 2023 and held it in 2 quarters. The position peaked at $813K in Q3 2023. 24 funds tracked by Wall St. Rank hold PEXL as of Q3 2024.

  • Envestnet Asset Management reported no remaining Pacer US Export Leaders ETF position as of Q3 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 7,598 Pacer US Export Leaders ETF shares in Q3 2024, an estimated $372K.
  • Envestnet Asset Management first reported a position in Pacer US Export Leaders ETF in Q3 2023 and held it in 2 quarters.
  • Envestnet Asset Management's Pacer US Export Leaders ETF position peaked at $813K in Q3 2023.
  • 24 funds tracked by Wall St. Rank held Pacer US Export Leaders ETF as of Q3 2024.

Based on Envestnet Asset Management's 13F filing for Q3 2024, filed 7 Nov 2024.