JNBA Financial Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

JNBA Financial 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 Q2	–	Sell	-80	Closed	-$3.05K	–	745
2023 Q1	$3.05K	Buy	+80	New	+$2.98K	﹤0.01%	594
2020 Q4	–	Sell	-512	Closed	-$15K	–	631
2020 Q3	$15K	Buy	+512	New	+$14.9K	﹤0.01%	374

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

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

JNBA Financial Advisors's PTLC Position: Q2 2023 in Review

JNBA Financial Advisors sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2023, closing a stake of 80 shares — an estimated $3.05K sold.

JNBA Financial Advisors first reported a position in PTLC in Q3 2020 and held it in 2 quarters. The position peaked at $15K in Q3 2020. 170 funds tracked by Wall St. Rank hold PTLC as of Q2 2023.

JNBA Financial Advisors reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2023 after selling out during the quarter.
JNBA Financial Advisors sold 80 Pacer Trendpilot US Large Cap ETF shares in Q2 2023, an estimated $3.05K.
JNBA Financial Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2020 and held it in 2 quarters.
JNBA Financial Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $15K in Q3 2020.
170 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2023.

Based on JNBA Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.