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

Liberty 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
2020
Q2 		– Sell
-3,538
Closed -$96K – 955
2020
Q1 		$96K Hold
3,538
– – 0.08% 145
2019
Q4 		$118K Buy
+3,538
New +$114K 0.09% 144

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Liberty Wealth Management's PTLC Position: Q2 2020 in Review

Liberty Wealth Management sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2020, closing a stake of 3,538 shares — an estimated $96K sold.

Liberty Wealth Management first reported a position in PTLC in Q4 2019 and held it in 2 quarters. The position peaked at $118K in Q4 2019. 122 funds tracked by Wall St. Rank hold PTLC as of Q2 2020.

  • Liberty Wealth Management reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 3,538 Pacer Trendpilot US Large Cap ETF shares in Q2 2020, an estimated $96K.
  • Liberty Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2019 and held it in 2 quarters.
  • Liberty Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $118K in Q4 2019.
  • 122 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.