Lighthouse Financial Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Lighthouse Financial Advisors’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
2021 Q1	$851K	Sell	24,505 -93,511	-79%	-$3.15M	0.26%	71
2020 Q4	$3.86M	Sell	118,016 -3,893	-3%	-$122K	1.31%	12
2020 Q3	$3.6M	Sell	121,909 -4,316	-3%	-$126K	1.37%	12
2020 Q2	$3.43M	Sell	126,225 -81	-0.1%	-$2.19K	1.45%	12
2020 Q1	$3.41M	Sell	126,306 -264	-0.2%	-$8.44K	2.08%	7
2019 Q4	$4.23M	Buy	+126,570	New	+$4.08M	1.99%	8

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

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

RJFSA

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

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

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJA

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

Lighthouse Financial Advisors's PTLC Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 79% in Q1 2021, selling an estimated $3.15M and leaving 24,505 shares worth $851K. The position accounts for 0.26% of the portfolio, ranked #71.

Lighthouse Financial Advisors first reported a position in PTLC in Q4 2019 and has held it in 6 quarters since. The position peaked at $4.23M in Q4 2019. 128 funds tracked by Wall St. Rank hold PTLC as of Q1 2021.

Lighthouse Financial Advisors held 24,505 shares of Pacer Trendpilot US Large Cap ETF worth $851K as of Q1 2021.
Lighthouse Financial Advisors sold 93,511 Pacer Trendpilot US Large Cap ETF shares in Q1 2021, an estimated $3.15M.
Pacer Trendpilot US Large Cap ETF made up 0.26% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #71 holding.
Lighthouse Financial Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2019 and has held it in 6 quarters since.
Lighthouse Financial Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $4.23M in Q4 2019.
128 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.