Impact Partnership Wealth’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Impact Partnership Wealth’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
2023 Q4	–	Sell	-68	Closed	-$2.72K	–	1039
2023 Q3	$2.72K	Buy	+68	New	+$2.82K	﹤0.01%	777

Other funds holding PTLC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CIAS

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

RJFSA

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

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

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

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

Impact Partnership Wealth's PTLC Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2023, closing a stake of 68 shares — an estimated $2.72K sold.

Impact Partnership Wealth first reported a position in PTLC in Q3 2023 and held it in 1 quarter. The position peaked at $2.72K in Q3 2023. 190 funds tracked by Wall St. Rank hold PTLC as of Q4 2023.

Impact Partnership Wealth reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q4 2023 after selling out during the quarter.
Impact Partnership Wealth sold 68 Pacer Trendpilot US Large Cap ETF shares in Q4 2023, an estimated $2.72K.
Impact Partnership Wealth first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2023 and held it in 1 quarter.
Impact Partnership Wealth's Pacer Trendpilot US Large Cap ETF position peaked at $2.72K in Q3 2023.
190 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.