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Leelyn Smith’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Leelyn Smith’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
Q1 		– Sell
-1,428
Closed -$53.5K – 341
2022
Q4 		$53.5K Buy
1,428
+780
+120% +$29.5K 0.01% 175
2022
Q3 		$24K Buy
+648
New +$24.4K 0.01% 212

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Leelyn Smith's PTLC Position: Q1 2023 in Review

Leelyn Smith sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2023, closing a stake of 1,428 shares — an estimated $53.5K sold.

Leelyn Smith first reported a position in PTLC in Q3 2022 and held it in 2 quarters. The position peaked at $53.5K in Q4 2022. 166 funds tracked by Wall St. Rank hold PTLC as of Q1 2023.

  • Leelyn Smith reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 1,428 Pacer Trendpilot US Large Cap ETF shares in Q1 2023, an estimated $53.5K.
  • Leelyn Smith first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2022 and held it in 2 quarters.
  • Leelyn Smith's Pacer Trendpilot US Large Cap ETF position peaked at $53.5K in Q4 2022.
  • 166 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.