Laidlaw Wealth Management’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Laidlaw Wealth Management’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
2023 Q3	–	Sell	-9,597	Closed	-$316K	–	342
2023 Q2	$316K	Hold	9,597	–	–	0.06%	257
2023 Q1	$305K	Hold	9,597	–	–	0.06%	263
2022 Q4	$300K	Sell	9,597 -880	-8%	-$28.3K	0.06%	268
2022 Q3	$337K	Sell	10,477 -660	-6%	-$22.2K	0.08%	221
2022 Q2	$385K	Sell	11,137 -847	-7%	-$29.2K	0.08%	230
2022 Q1	$413K	Sell	11,984 -4,768	-28%	-$166K	0.07%	247
2021 Q4	$613K	Sell	16,752 -317	-2%	-$11.5K	0.1%	195
2021 Q3	$599K	Sell	17,069 -100	-0.6%	-$3.55K	0.15%	134
2021 Q2	$609K	Sell	17,169 -2,000	-10%	-$71K	0.16%	129
2021 Q1	$667K	Buy	+19,169	New	+$652K	0.23%	104

Other funds holding PTMC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Laidlaw Wealth Management's PTMC Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2023, closing a stake of 9,597 shares — an estimated $316K sold.

Laidlaw Wealth Management first reported a position in PTMC in Q1 2021 and held it in 10 quarters. The position peaked at $667K in Q1 2021. 69 funds tracked by Wall St. Rank hold PTMC as of Q3 2023.

Laidlaw Wealth Management reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 9,597 Pacer Trendpilot US Mid Cap ETF shares in Q3 2023, an estimated $316K.
Laidlaw Wealth Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2021 and held it in 10 quarters.
Laidlaw Wealth Management's Pacer Trendpilot US Mid Cap ETF position peaked at $667K in Q1 2021.
69 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.