Level Four Advisory Services’s Pacer Trendpilot International ETF PTIN Stock Holding History

Level Four Advisory Services’s Portfolio PTIN Stock Details PTIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-190,685	Closed	-$5.51M	–	795
2024 Q2	$5.51M	Buy	190,685 +1,970	+1%	+$56.8K	0.25%	112
2024 Q1	$5.2M	Buy	188,715 +7,232	+4%	+$202K	0.29%	83
2023 Q4	$5M	Sell	181,483 -5,659	-3%	-$148K	0.28%	82
2023 Q3	$4.88M	Sell	187,142 -10,462	-5%	-$283K	0.31%	75
2023 Q2	$5.42M	Buy	+197,604	New	+$5.33M	0.33%	69

Other funds holding PTIN

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Level Four Advisory Services's PTIN Position: Q3 2024 in Review

Level Four Advisory Services sold out of Pacer Trendpilot International ETF (PTIN) in Q3 2024, closing a stake of 190,685 shares — an estimated $5.51M sold.

Level Four Advisory Services first reported a position in PTIN in Q2 2023 and held it in 5 quarters. The position peaked at $5.51M in Q2 2024. 47 funds tracked by Wall St. Rank hold PTIN as of Q3 2024.

Level Four Advisory Services reported no remaining Pacer Trendpilot International ETF position as of Q3 2024 after selling out during the quarter.
Level Four Advisory Services sold 190,685 Pacer Trendpilot International ETF shares in Q3 2024, an estimated $5.51M.
Level Four Advisory Services first reported a position in Pacer Trendpilot International ETF in Q2 2023 and held it in 5 quarters.
Level Four Advisory Services's Pacer Trendpilot International ETF position peaked at $5.51M in Q2 2024.
47 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q3 2024.

Based on Level Four Advisory Services's 13F filing for Q3 2024, filed 14 Nov 2024.