Financial Gravity Asset Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Financial Gravity Asset Management’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
2024 Q2	–	Sell	-313	Closed	-$15K	–	2191
2024 Q1	$15K	Buy	+313	New	+$14.2K	﹤0.01%	622
2023 Q3	–	Sell	-41	Closed	-$11.6K	–	1647
2023 Q2	$11.6K	Buy	+41	New	+$1.6K	0.03%	286
2023 Q1	–	Sell	-37	Closed	-$9.39K	–	1535
2022 Q4	$9.39K	Buy	+37	New	+$1.4K	0.05%	269

Other funds holding PTLC

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

RJFSA

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Gravity Asset Management's PTLC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2024, closing a stake of 313 shares — an estimated $15K sold.

Financial Gravity Asset Management first reported a position in PTLC in Q4 2022 and held it in 3 quarters. The position peaked at $15K in Q1 2024. 204 funds tracked by Wall St. Rank hold PTLC as of Q2 2024.

Financial Gravity Asset Management reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 313 Pacer Trendpilot US Large Cap ETF shares in Q2 2024, an estimated $15K.
Financial Gravity Asset Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2022 and held it in 3 quarters.
Financial Gravity Asset Management's Pacer Trendpilot US Large Cap ETF position peaked at $15K in Q1 2024.
204 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.