IFG Advisory’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

IFG Advisory’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
2020 Q2	–	Sell	-60,474	Closed	-$1.63M	–	394
2020 Q1	$1.63M	Buy	60,474 +16,255	+37%	+$519K	0.36%	70
2019 Q4	$1.48M	Buy	44,219 +4,856	+12%	+$156K	0.27%	96
2019 Q3	$1.22M	Buy	39,363 +9,134	+30%	+$282K	0.24%	107
2019 Q2	$925K	Buy	30,229 +6,148	+26%	+$184K	0.16%	131
2019 Q1	$707K	Buy	24,081 +11,462	+91%	+$331K	0.14%	147
2018 Q4	$363K	Sell	12,619 -5,583	-31%	-$164K	0.09%	223
2018 Q3	$572K	Buy	18,202 +3,056	+20%	+$93.9K	0.11%	186
2018 Q2	$443K	Buy	15,146 +2,137	+16%	+$62.1K	0.09%	213
2018 Q1	$368K	Buy	+13,009	New	+$381K	0.08%	231

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

RJA

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

IFG Advisory's PTLC Position: Q2 2020 in Review

IFG Advisory sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2020, closing a stake of 60,474 shares — an estimated $1.63M sold.

IFG Advisory first reported a position in PTLC in Q1 2018 and held it in 9 quarters. The position peaked at $1.63M in Q1 2020. 122 funds tracked by Wall St. Rank hold PTLC as of Q2 2020.

IFG Advisory reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2020 after selling out during the quarter.
IFG Advisory sold 60,474 Pacer Trendpilot US Large Cap ETF shares in Q2 2020, an estimated $1.63M.
IFG Advisory first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2018 and held it in 9 quarters.
IFG Advisory's Pacer Trendpilot US Large Cap ETF position peaked at $1.63M in Q1 2020.
122 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2020.

Based on IFG Advisory's 13F filing for Q2 2020, filed 10 Aug 2020.