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

Halpern 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 Q2	–	Sell	-13,160	Closed	-$511K	–	339
2022 Q1	$511K	Buy	+13,160	New	+$513K	0.19%	39

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

RJA

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

Halpern Financial's PTLC Position: Q2 2022 in Review

Halpern Financial sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2022, closing a stake of 13,160 shares — an estimated $511K sold.

Halpern Financial first reported a position in PTLC in Q1 2022 and held it in 1 quarter. The position peaked at $511K in Q1 2022. 143 funds tracked by Wall St. Rank hold PTLC as of Q2 2022.

Halpern Financial reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2022 after selling out during the quarter.
Halpern Financial sold 13,160 Pacer Trendpilot US Large Cap ETF shares in Q2 2022, an estimated $511K.
Halpern Financial first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2022 and held it in 1 quarter.
Halpern Financial's Pacer Trendpilot US Large Cap ETF position peaked at $511K in Q1 2022.
143 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2022.

Based on Halpern Financial's 13F filing for Q2 2022, filed 21 Sep 2023.