Householder Group Estate & Retirement Specialist’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-165	Closed	-$8K	–	1018
2024 Q3	$8K	Buy	165 +63	+62%	+$3.18K	﹤0.01%	860
2024 Q2	$5K	Buy	+102	New	+$4.87K	﹤0.01%	938
2023 Q1	$12K	Buy	+328	New	+$12.2K	﹤0.01%	766
2022 Q4	–	Sell	-1,143	Closed	-$43K	–	903
2022 Q3	$43K	Buy	+1,143	New	+$43K	0.02%	431

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's PTLC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2024, closing a stake of 165 shares — an estimated $8K sold.

Householder Group Estate & Retirement Specialist first reported a position in PTLC in Q3 2022 and held it in 4 quarters. The position peaked at $43K in Q3 2022. 245 funds tracked by Wall St. Rank hold PTLC as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 165 Pacer Trendpilot US Large Cap ETF shares in Q4 2024, an estimated $8K.
Householder Group Estate & Retirement Specialist first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2022 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's Pacer Trendpilot US Large Cap ETF position peaked at $43K in Q3 2022.
245 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.