Legacy Wealth Planning’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Legacy Wealth Planning’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
2022 Q3	$305K	Buy	+8,100	New	+$305K	0.5%	50

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Legacy Wealth Planning's PTLC Position: Q3 2022 in Review

Legacy Wealth Planning opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2022: 8,100 shares worth $305K. The stake represents 0.5% of the portfolio and ranks #50 among its holdings.

155 funds tracked by Wall St. Rank hold PTLC as of Q3 2022.

Legacy Wealth Planning held 8,100 shares of Pacer Trendpilot US Large Cap ETF worth $305K as of Q3 2022.
Pacer Trendpilot US Large Cap ETF was a new Legacy Wealth Planning position in Q3 2022.
Pacer Trendpilot US Large Cap ETF made up 0.5% of Legacy Wealth Planning's portfolio in Q3 2022, its #50 holding.
155 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.