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Global Retirement Partners’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Global Retirement Partners’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
2022
Q3 		– Sell
-688
Closed -$24K – 2917
2022
Q2 		$24K Buy
+688
New +$23.8K ﹤0.01% 1291

Other funds holding PTMC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Retirement Partners's PTMC Position: Q3 2022 in Review

Global Retirement Partners sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2022, closing a stake of 688 shares — an estimated $24K sold.

Global Retirement Partners first reported a position in PTMC in Q2 2022 and held it in 1 quarter. The position peaked at $24K in Q2 2022. 70 funds tracked by Wall St. Rank hold PTMC as of Q3 2022.

  • Global Retirement Partners reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Global Retirement Partners sold 688 Pacer Trendpilot US Mid Cap ETF shares in Q3 2022, an estimated $24K.
  • Global Retirement Partners first reported a position in Pacer Trendpilot US Mid Cap ETF in Q2 2022 and held it in 1 quarter.
  • Global Retirement Partners's Pacer Trendpilot US Mid Cap ETF position peaked at $24K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2022.

Based on Global Retirement Partners's 13F filing for Q3 2022, filed 3 Nov 2022.