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Frontier Wealth Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Frontier Wealth Management’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
2020
Q3 		– Sell
-1,253,067
Closed -$34.1M – 368
2020
Q2 		$34.1M Buy
+1,253,067
New +$33.9M 3.13% 4

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Frontier Wealth Management's PTLC Position: Q3 2020 in Review

Frontier Wealth Management sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2020, closing a stake of 1,253,067 shares — an estimated $34.1M sold.

Frontier Wealth Management first reported a position in PTLC in Q2 2020 and held it in 1 quarter. The position peaked at $34.1M in Q2 2020. 120 funds tracked by Wall St. Rank hold PTLC as of Q3 2020.

  • Frontier Wealth Management reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Frontier Wealth Management sold 1,253,067 Pacer Trendpilot US Large Cap ETF shares in Q3 2020, an estimated $34.1M.
  • Frontier Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2020 and held it in 1 quarter.
  • Frontier Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $34.1M in Q2 2020.
  • 120 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2020.

Based on Frontier Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.