HWMA
PTMC icon

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

Heritage Wealth Management (Arizona)’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
Q4 		$38.1K Buy
1,222
+611
+100% +$19.6K 0.01% 550
2022
Q3 		$20K Hold
611
– – 0.01% 530
2022
Q2 		$21.1K Hold
611
– – 0.01% 536
2022
Q1 		$21K Buy
+611
New +$21.3K 0.01% 594

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

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

Heritage Wealth Management (Arizona) increased its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 100% in Q4 2022, buying an estimated $19.6K and bringing the position to 1,222 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #550.

Heritage Wealth Management (Arizona) first reported a position in PTMC in Q1 2022 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold PTMC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,222 shares of Pacer Trendpilot US Mid Cap ETF worth $38.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 611 Pacer Trendpilot US Mid Cap ETF shares in Q4 2022, an estimated $19.6K.
  • Pacer Trendpilot US Mid Cap ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #550 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2022 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q4 2022.

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