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Integrated Investment Consultants’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Integrated Investment Consultants’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
2024
Q4 		– Sell
-19,415
Closed -$19.4K – 366
2024
Q3 		$19.4K Buy
+19,415
New +$696K ﹤0.01% 336

Other funds holding PTMC

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Integrated Investment Consultants's PTMC Position: Q4 2024 in Review

Integrated Investment Consultants sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q4 2024, closing a stake of 19,415 shares — an estimated $19.4K sold.

Integrated Investment Consultants first reported a position in PTMC in Q3 2024 and held it in 1 quarter. The position peaked at $19.4K in Q3 2024. 68 funds tracked by Wall St. Rank hold PTMC as of Q4 2024.

  • Integrated Investment Consultants reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Integrated Investment Consultants sold 19,415 Pacer Trendpilot US Mid Cap ETF shares in Q4 2024, an estimated $19.4K.
  • Integrated Investment Consultants first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2024 and held it in 1 quarter.
  • Integrated Investment Consultants's Pacer Trendpilot US Mid Cap ETF position peaked at $19.4K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q4 2024.

Based on Integrated Investment Consultants's 13F filing for Q4 2024, filed 15 Jan 2025.