IAA
PTMC icon

Independent Advisor Alliance’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-119,482
Closed -$3.67M – 741
2019
Q4 		$3.67M Buy
+119,482
New +$3.57M 0.16% 141
2017
Q2 		– Sell
-45,304
Closed -$1.24M – 358
2017
Q1 		$1.24M Buy
+45,304
New +$1.25M 0.2% 141

Other funds holding PTMC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independent Advisor Alliance's PTMC Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2020, closing a stake of 119,482 shares — an estimated $3.67M sold.

Independent Advisor Alliance first reported a position in PTMC in Q1 2017 and held it in 2 quarters. The position peaked at $3.67M in Q4 2019. 71 funds tracked by Wall St. Rank hold PTMC as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 119,482 Pacer Trendpilot US Mid Cap ETF shares in Q1 2020, an estimated $3.67M.
  • Independent Advisor Alliance first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2017 and held it in 2 quarters.
  • Independent Advisor Alliance's Pacer Trendpilot US Mid Cap ETF position peaked at $3.67M in Q4 2019.
  • 71 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.