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Kiely Wealth Advisory Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Kiely Wealth Advisory 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
2024
Q4 		$154K Hold
2,795
– – 0.1% 71
2024
Q3 		$153K Hold
2,795
– – 0.1% 73
2024
Q2 		$135K Hold
2,795
– – 0.07% 63
2024
Q1 		$130K Hold
2,795
– – 0.07% 59
2023
Q4 		$124K Buy
+2,795
New +$115K 0.07% 62

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kiely Wealth Advisory Group's PTLC Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q4 2024 at 2,795 shares worth $154K. The position accounts for 0.1% of the portfolio, ranked #71.

Kiely Wealth Advisory Group first reported a position in PTLC in Q4 2023 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold PTLC as of Q4 2024.

  • Kiely Wealth Advisory Group held 2,795 shares of Pacer Trendpilot US Large Cap ETF worth $154K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q4 2024.
  • Pacer Trendpilot US Large Cap ETF made up 0.1% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #71 holding.
  • Kiely Wealth Advisory Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.