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Founders Financial Alliance’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Founders Financial Alliance’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
Q3 		– Sell
-367
Closed -$12.8K – 591
2024
Q2 		$12.8K Hold
367
– – ﹤0.01% 460
2024
Q1 		$13.2K Buy
367
+7
+2% +$235 ﹤0.01% 460
2023
Q4 		$11.8K Hold
360
– – ﹤0.01% 421
2023
Q3 		$11.4K Hold
360
– – 0.01% 408
2023
Q2 		$11.9K Hold
360
– – ﹤0.01% 441
2023
Q1 		$11.4K Hold
360
– – 0.01% 398
2022
Q4 		$11.2K Buy
360
+3
+0.8% +$96 0.01% 415
2022
Q3 		$11K Hold
357
– – 0.01% 413
2022
Q2 		$12K Buy
+357
New +$12.3K 0.01% 426
2020
Q4 		– Sell
-355
Closed -$10K – 1044
2020
Q3 		$10K Buy
+355
New +$9.83K 0.01% 774

Other funds holding PTMC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Founders Financial Alliance's PTMC Position: Q3 2024 in Review

Founders Financial Alliance sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2024, closing a stake of 367 shares — an estimated $12.8K sold.

Founders Financial Alliance first reported a position in PTMC in Q3 2020 and held it in 10 quarters. The position peaked at $13.2K in Q1 2024. 66 funds tracked by Wall St. Rank hold PTMC as of Q3 2024.

  • Founders Financial Alliance reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Founders Financial Alliance sold 367 Pacer Trendpilot US Mid Cap ETF shares in Q3 2024, an estimated $12.8K.
  • Founders Financial Alliance first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2020 and held it in 10 quarters.
  • Founders Financial Alliance's Pacer Trendpilot US Mid Cap ETF position peaked at $13.2K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2024.

Based on Founders Financial Alliance's 13F filing for Q3 2024, filed 1 Nov 2024.