Investors Financial Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Investors Financial Group’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
2022 Q1	–	Sell	-13,485	Closed	-$560K	–	137
2021 Q4	$560K	Sell	13,485 -2,368	-15%	-$95.6K	0.26%	100
2021 Q3	$598K	Sell	15,853 -3,006	-16%	-$116K	0.32%	82
2021 Q2	$709K	Sell	18,859 -104	-0.5%	-$3.8K	0.38%	74
2021 Q1	$659K	Sell	18,963 -2,661	-12%	-$89.8K	0.39%	72
2020 Q4	$708K	Sell	21,624 -462	-2%	-$14.4K	0.47%	59
2020 Q3	$652K	Sell	22,086 -142	-0.6%	-$4.14K	0.49%	59
2020 Q2	$604K	Sell	22,228 -38,949	-64%	-$1.05M	0.5%	58
2020 Q1	$1.65M	Buy	61,177 +50,237	+459%	+$1.61M	1.67%	14
2019 Q4	$366K	Buy	+10,940	New	+$352K	0.3%	84

Other funds holding PTLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 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

Investors Financial Group's PTLC Position: Q1 2022 in Review

Investors Financial Group sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2022, closing a stake of 13,485 shares — an estimated $560K sold.

Investors Financial Group first reported a position in PTLC in Q4 2019 and held it in 9 quarters. The position peaked at $1.65M in Q1 2020. 147 funds tracked by Wall St. Rank hold PTLC as of Q1 2022.

Investors Financial Group reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 13,485 Pacer Trendpilot US Large Cap ETF shares in Q1 2022, an estimated $560K.
Investors Financial Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's Pacer Trendpilot US Large Cap ETF position peaked at $1.65M in Q1 2020.
147 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.