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Impact Partnership Wealth’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-123
Closed -$3.88K – 1040
2023
Q3 		$3.88K Buy
+123
New +$4.05K ﹤0.01% 734

Other funds holding PTMC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Impact Partnership Wealth sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q4 2023, closing a stake of 123 shares — an estimated $3.88K sold.

Impact Partnership Wealth first reported a position in PTMC in Q3 2023 and held it in 1 quarter. The position peaked at $3.88K in Q3 2023. 75 funds tracked by Wall St. Rank hold PTMC as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 123 Pacer Trendpilot US Mid Cap ETF shares in Q4 2023, an estimated $3.88K.
  • Impact Partnership Wealth first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Pacer Trendpilot US Mid Cap ETF position peaked at $3.88K in Q3 2023.
  • 75 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q4 2023.

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