Kingsview Wealth Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Kingsview Wealth Management’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 Q2	–	Sell	-4,705	Closed	-$225K	–	1102
2024 Q1	$225K	Sell	4,705 -1,069	-19%	-$48.5K	0.01%	926
2023 Q4	$250K	Sell	5,774 -30	-0.5%	-$1.24K	0.01%	822
2023 Q3	$232K	Hold	5,804	–	–	0.01%	837
2023 Q2	$240K	Hold	5,804	–	–	0.01%	811
2023 Q1	$221K	Sell	5,804 -2,304	-28%	-$85.9K	0.01%	808
2022 Q4	$304K	Sell	8,108 -305	-4%	-$11.5K	0.01%	662
2022 Q3	$317K	Hold	8,413	–	–	0.02%	620
2022 Q2	$316K	Hold	8,413	–	–	0.02%	655
2022 Q1	$327K	Sell	8,413 -186	-2%	-$7.24K	0.01%	673
2021 Q4	$357K	Hold	8,599	–	–	0.01%	666
2021 Q3	$324K	Hold	8,599	–	–	0.02%	665
2021 Q2	$325K	Buy	8,599 +240	+3%	+$8.78K	0.02%	677
2021 Q1	$293K	Buy	8,359 +1,020	+14%	+$34.4K	0.02%	651
2020 Q4	$240K	Hold	7,339	–	–	0.02%	602
2020 Q3	$217K	Sell	7,339 -5,100	-41%	-$149K	0.02%	560
2020 Q2	$338K	Buy	12,439 +366	+3%	+$9.9K	0.03%	416
2020 Q1	$326K	Buy	+12,073	New	+$386K	0.04%	339

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kingsview Wealth Management's PTLC Position: Q2 2024 in Review

Kingsview Wealth Management sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2024, closing a stake of 4,705 shares — an estimated $225K sold.

Kingsview Wealth Management first reported a position in PTLC in Q1 2020 and held it in 17 quarters. The position peaked at $357K in Q4 2021. 204 funds tracked by Wall St. Rank hold PTLC as of Q2 2024.

Kingsview Wealth Management reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2024 after selling out during the quarter.
Kingsview Wealth Management sold 4,705 Pacer Trendpilot US Large Cap ETF shares in Q2 2024, an estimated $225K.
Kingsview Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2020 and held it in 17 quarters.
Kingsview Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $357K in Q4 2021.
204 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.