First PREMIER Bank’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

First PREMIER Bank’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 Q3	–	Sell	-144	Closed	-$7K	–	428
2024 Q2	$7K	Hold	144	–	–	﹤0.01%	340
2024 Q1	$7K	Hold	144	–	–	﹤0.01%	349
2023 Q4	$6K	Hold	144	–	–	﹤0.01%	329
2023 Q3	$6K	Hold	144	–	–	﹤0.01%	322
2023 Q2	$6K	Hold	144	–	–	﹤0.01%	342
2023 Q1	$5K	Hold	144	–	–	﹤0.01%	368
2022 Q4	$5K	Buy	+144	New	+$5.44K	﹤0.01%	370

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

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

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

First PREMIER Bank's PTLC Position: Q3 2024 in Review

First PREMIER Bank sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2024, closing a stake of 144 shares — an estimated $7K sold.

First PREMIER Bank first reported a position in PTLC in Q4 2022 and held it in 7 quarters. The position peaked at $7K in Q2 2024. 201 funds tracked by Wall St. Rank hold PTLC as of Q3 2024.

First PREMIER Bank reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2024 after selling out during the quarter.
First PREMIER Bank sold 144 Pacer Trendpilot US Large Cap ETF shares in Q3 2024, an estimated $7K.
First PREMIER Bank first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2022 and held it in 7 quarters.
First PREMIER Bank's Pacer Trendpilot US Large Cap ETF position peaked at $7K in Q2 2024.
201 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2024.

Based on First PREMIER Bank's 13F filing for Q3 2024, filed 8 Oct 2024.