Guardian Wealth Advisors (North Carolina)’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q2	–	Sell	-254	Closed	-$9.67K	–	432
2023 Q1	$9.67K	Buy	+254	New	+$9.47K	﹤0.01%	338

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

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

Guardian Wealth Advisors (North Carolina)'s PTLC Position: Q2 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2023, closing a stake of 254 shares — an estimated $9.67K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PTLC in Q1 2023 and held it in 1 quarter. The position peaked at $9.67K in Q1 2023. 170 funds tracked by Wall St. Rank hold PTLC as of Q2 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 254 Pacer Trendpilot US Large Cap ETF shares in Q2 2023, an estimated $9.67K.
Guardian Wealth Advisors (North Carolina) first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2023 and held it in 1 quarter.
Guardian Wealth Advisors (North Carolina)'s Pacer Trendpilot US Large Cap ETF position peaked at $9.67K in Q1 2023.
170 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 14 Aug 2023.