HWMA
PTLC icon

Heritage Wealth Management (Arizona)’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$40.1K Buy
1,070
+535
+100% +$20.2K 0.01% 536
2022
Q3 		$20K Hold
535
– – 0.01% 529
2022
Q2 		$20.1K Hold
535
– – 0.01% 543
2022
Q1 		$21K Buy
+535
New +$20.8K 0.01% 593

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
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

Heritage Wealth Management (Arizona)'s PTLC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 100% in Q4 2022, buying an estimated $20.2K and bringing the position to 1,070 shares worth $40.1K. The position accounts for 0.01% of the portfolio, ranked #536.

Heritage Wealth Management (Arizona) first reported a position in PTLC in Q1 2022 and has held it in 4 quarters since. 156 funds tracked by Wall St. Rank hold PTLC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,070 shares of Pacer Trendpilot US Large Cap ETF worth $40.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 535 Pacer Trendpilot US Large Cap ETF shares in Q4 2022, an estimated $20.2K.
  • Pacer Trendpilot US Large Cap ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #536 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2022 and has held it in 4 quarters since.
  • 156 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.