Key Financial Inc’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Key Financial Inc’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	-991	Closed	-$37.7K	–	1388
2023 Q1	$37.7K	Hold	991	–	–	0.01%	435
2022 Q4	$37.3K	Hold	991	–	–	0.02%	403
2022 Q3	$37K	Hold	991	–	–	0.02%	409
2022 Q2	$37K	Hold	991	–	–	0.02%	409
2022 Q1	$38K	Hold	991	–	–	0.02%	396
2021 Q4	$41K	Sell	991 -105	-10%	-$4.24K	0.02%	372
2021 Q3	$41K	Hold	1,096	–	–	0.02%	366
2021 Q2	$42K	Sell	1,096 -264	-19%	-$9.66K	0.02%	373
2021 Q1	$47K	Hold	1,360	–	–	0.03%	285
2020 Q4	$44K	Buy	+1,360	New	+$42.5K	0.03%	264
2020 Q2	–	Sell	-1,360	Closed	-$37K	–	490
2020 Q1	$37K	Buy	+1,360	New	+$43.5K	0.04%	250

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

Key Financial Inc's PTLC Position: Q2 2023 in Review

Key Financial Inc sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2023, closing a stake of 991 shares — an estimated $37.7K sold.

Key Financial Inc first reported a position in PTLC in Q1 2020 and held it in 11 quarters. The position peaked at $47K in Q1 2021. 170 funds tracked by Wall St. Rank hold PTLC as of Q2 2023.

Key Financial Inc reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2023 after selling out during the quarter.
Key Financial Inc sold 991 Pacer Trendpilot US Large Cap ETF shares in Q2 2023, an estimated $37.7K.
Key Financial Inc first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2020 and held it in 11 quarters.
Key Financial Inc's Pacer Trendpilot US Large Cap ETF position peaked at $47K in Q1 2021.
170 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2023.

Based on Key Financial Inc's 13F filing for Q2 2023, filed 28 Jul 2023.