EverSource Wealth Advisors’s Pacer US Export Leaders ETF PEXL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-20
Closed -$962 4142
2024
Q4
$962 Sell
20
-700
-97% -$35K ﹤0.01% 2980
2024
Q3
$36.3K Buy
+720
New +$35.3K ﹤0.01% 1203

Other funds holding PEXL

EverSource Wealth Advisors's PEXL Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Pacer US Export Leaders ETF (PEXL) in Q1 2025, closing a stake of 20 shares — an estimated $962 sold.

EverSource Wealth Advisors first reported a position in PEXL in Q3 2024 and held it in 2 quarters. The position peaked at $36.3K in Q3 2024. 25 funds tracked by Wall St. Rank hold PEXL as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Pacer US Export Leaders ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 20 Pacer US Export Leaders ETF shares in Q1 2025, an estimated $962.
  • EverSource Wealth Advisors first reported a position in Pacer US Export Leaders ETF in Q3 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's Pacer US Export Leaders ETF position peaked at $36.3K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Pacer US Export Leaders ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.