Financial Gravity Asset Management’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Financial Gravity Asset Management’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
2024 Q2	–	Sell	-225	Closed	-$8.13K	–	2192
2024 Q1	$8.13K	Buy	+225	New	+$7.54K	﹤0.01%	758
2023 Q3	–	Sell	-33	Closed	-$6.64K	–	1648
2023 Q2	$6.64K	Buy	+33	New	+$1.05K	0.02%	433
2023 Q1	–	Sell	-31	Closed	-$5.48K	–	1536
2022 Q4	$5.48K	Buy	+31	New	+$996	0.03%	376

Other funds holding PTMC

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

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

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

RJFSA

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q2 2024, closing a stake of 225 shares — an estimated $8.13K sold.

Financial Gravity Asset Management first reported a position in PTMC in Q4 2022 and held it in 3 quarters. The position peaked at $8.13K in Q1 2024. 72 funds tracked by Wall St. Rank hold PTMC as of Q2 2024.

Financial Gravity Asset Management reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 225 Pacer Trendpilot US Mid Cap ETF shares in Q2 2024, an estimated $8.13K.
Financial Gravity Asset Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2022 and held it in 3 quarters.
Financial Gravity Asset Management's Pacer Trendpilot US Mid Cap ETF position peaked at $8.13K in Q1 2024.
72 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2024.

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