JFS Wealth Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

JFS Wealth Advisors’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	-154	Closed	-$6.15K	–	2031
2023 Q3	$6.15K	Buy	+154	New	+$6.38K	﹤0.01%	907

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

JFS Wealth Advisors's PTLC Position: Q4 2023 in Review

JFS Wealth Advisors sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2023, closing a stake of 154 shares — an estimated $6.15K sold.

JFS Wealth Advisors first reported a position in PTLC in Q3 2023 and held it in 1 quarter. The position peaked at $6.15K in Q3 2023. 190 funds tracked by Wall St. Rank hold PTLC as of Q4 2023.

JFS Wealth Advisors reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q4 2023 after selling out during the quarter.
JFS Wealth Advisors sold 154 Pacer Trendpilot US Large Cap ETF shares in Q4 2023, an estimated $6.15K.
JFS Wealth Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2023 and held it in 1 quarter.
JFS Wealth Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $6.15K in Q3 2023.
190 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.