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Kiely Wealth Advisory Group’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Kiely Wealth Advisory Group’s Portfolio PTMC Stock Details PTMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,476
Closed -$58K – 315
2024
Q3 		$58K Hold
1,476
– – 0.04% 114
2024
Q2 		$51.4K Hold
1,476
– – 0.03% 106
2024
Q1 		$50.9K Hold
1,476
– – 0.03% 102
2023
Q4 		$48.4K Buy
+1,476
New +$46.3K 0.03% 100

Other funds holding PTMC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

Kiely Wealth Advisory Group sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q4 2024, closing a stake of 1,476 shares — an estimated $58K sold.

Kiely Wealth Advisory Group first reported a position in PTMC in Q4 2023 and held it in 4 quarters. The position peaked at $58K in Q3 2024. 68 funds tracked by Wall St. Rank hold PTMC as of Q4 2024.

  • Kiely Wealth Advisory Group reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Kiely Wealth Advisory Group sold 1,476 Pacer Trendpilot US Mid Cap ETF shares in Q4 2024, an estimated $58K.
  • Kiely Wealth Advisory Group first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2023 and held it in 4 quarters.
  • Kiely Wealth Advisory Group's Pacer Trendpilot US Mid Cap ETF position peaked at $58K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q4 2024.

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