Gradient Investments’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Gradient Investments’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
2023 Q1	–	Sell	-716	Closed	-$26.8K	–	1615
2022 Q4	$26.8K	Hold	716	–	–	﹤0.01%	628
2022 Q3	$27K	Hold	716	–	–	﹤0.01%	608
2022 Q2	$27K	Buy	+716	New	+$27K	﹤0.01%	586

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments's PTLC Position: Q1 2023 in Review

Gradient Investments sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2023, closing a stake of 716 shares — an estimated $26.8K sold.

Gradient Investments first reported a position in PTLC in Q2 2022 and held it in 3 quarters. The position peaked at $27K in Q3 2022. 166 funds tracked by Wall St. Rank hold PTLC as of Q1 2023.

Gradient Investments reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 716 Pacer Trendpilot US Large Cap ETF shares in Q1 2023, an estimated $26.8K.
Gradient Investments first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2022 and held it in 3 quarters.
Gradient Investments's Pacer Trendpilot US Large Cap ETF position peaked at $27K in Q3 2022.
166 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.