John W. Brooker & Co’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

John W. Brooker & Co’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
2020 Q4	–	Sell	-202	Closed	-$6K	–	168
2020 Q3	$6K	Hold	202	–	–	﹤0.01%	131
2020 Q2	$5K	Sell	202 -253	-56%	-$6.85K	﹤0.01%	139
2020 Q1	$12K	Hold	455	–	–	0.01%	114
2019 Q4	$15K	Buy	+455	New	+$14.7K	0.01%	118

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

John W. Brooker & Co's PTLC Position: Q4 2020 in Review

John W. Brooker & Co sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2020, closing a stake of 202 shares — an estimated $6K sold.

John W. Brooker & Co first reported a position in PTLC in Q4 2019 and held it in 4 quarters. The position peaked at $15K in Q4 2019. 133 funds tracked by Wall St. Rank hold PTLC as of Q4 2020.

John W. Brooker & Co reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q4 2020 after selling out during the quarter.
John W. Brooker & Co sold 202 Pacer Trendpilot US Large Cap ETF shares in Q4 2020, an estimated $6K.
John W. Brooker & Co first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2019 and held it in 4 quarters.
John W. Brooker & Co's Pacer Trendpilot US Large Cap ETF position peaked at $15K in Q4 2019.
133 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2020.

Based on John W. Brooker & Co's 13F filing for Q4 2020, filed 11 Jan 2021.