FourThought Financial’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

FourThought Financial’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
2022 Q3	$9K	Hold	245	–	–	﹤0.01%	1066
2022 Q2	$9K	Hold	245	–	–	﹤0.01%	1046
2022 Q1	$10K	Hold	245	–	–	﹤0.01%	1044
2021 Q4	$10K	Hold	245	–	–	﹤0.01%	1076
2021 Q3	$9K	Hold	245	–	–	﹤0.01%	1123
2021 Q2	$9K	Sell	245 -249	-50%	-$9.11K	﹤0.01%	1130
2021 Q1	$17K	Sell	494 -1,390	-74%	-$46.9K	﹤0.01%	939
2020 Q4	$61K	Buy	+1,884	New	+$58.8K	0.01%	617

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FourThought Financial's PTLC Position: Q3 2022 in Review

FourThought Financial held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q3 2022 at 245 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

FourThought Financial first reported a position in PTLC in Q4 2020 and has held it in 8 quarters since. The position peaked at $61K in Q4 2020. 155 funds tracked by Wall St. Rank hold PTLC as of Q3 2022.

FourThought Financial held 245 shares of Pacer Trendpilot US Large Cap ETF worth $9K as of Q3 2022.
FourThought Financial left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q3 2022.
Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1066 holding.
FourThought Financial first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Pacer Trendpilot US Large Cap ETF position peaked at $61K in Q4 2020.
155 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.