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

Founders Financial Securities’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
Q1 		– Sell
-11,073
Closed -$364K – 411
2023
Q4 		$364K Buy
+11,073
New +$348K 0.04% 282

Other funds holding PTMC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Founders Financial Securities's PTMC Position: Q1 2024 in Review

Founders Financial Securities sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2024, closing a stake of 11,073 shares — an estimated $364K sold.

Founders Financial Securities first reported a position in PTMC in Q4 2023 and held it in 1 quarter. The position peaked at $364K in Q4 2023. 75 funds tracked by Wall St. Rank hold PTMC as of Q1 2024.

  • Founders Financial Securities reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Founders Financial Securities sold 11,073 Pacer Trendpilot US Mid Cap ETF shares in Q1 2024, an estimated $364K.
  • Founders Financial Securities first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2023 and held it in 1 quarter.
  • Founders Financial Securities's Pacer Trendpilot US Mid Cap ETF position peaked at $364K in Q4 2023.
  • 75 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2024.

Based on Founders Financial Securities's 13F filing for Q1 2024, filed 17 Apr 2024.