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IHT Wealth Management’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

IHT Wealth Management’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
2019
Q2 		– Sell
-11,714
Closed -$356K – 561
2019
Q1 		$356K Buy
11,714
+460
+4% +$14.1K 0.06% 324
2018
Q4 		$347K Buy
+11,254
New +$352K 0.07% 299

Other funds holding PTMC

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

IHT Wealth Management's PTMC Position: Q2 2019 in Review

IHT Wealth Management sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q2 2019, closing a stake of 11,714 shares — an estimated $356K sold.

IHT Wealth Management first reported a position in PTMC in Q4 2018 and held it in 2 quarters. The position peaked at $356K in Q1 2019. 62 funds tracked by Wall St. Rank hold PTMC as of Q2 2019.

  • IHT Wealth Management reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q2 2019 after selling out during the quarter.
  • IHT Wealth Management sold 11,714 Pacer Trendpilot US Mid Cap ETF shares in Q2 2019, an estimated $356K.
  • IHT Wealth Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2018 and held it in 2 quarters.
  • IHT Wealth Management's Pacer Trendpilot US Mid Cap ETF position peaked at $356K in Q1 2019.
  • 62 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2019.

Based on IHT Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.