Mariner Independent Advisor Network’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Mariner Independent Advisor Network’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	$509K	Sell	13,506 -1,410	-9%	-$53K	0.02%	471
2022 Q2	$560K	Buy	14,916 +1,287	+9%	+$48.5K	0.02%	462
2022 Q1	$530K	Buy	+13,629	New	+$531K	0.02%	438
2020 Q2	–	Sell	-13,029	Closed	-$352K	–	359
2020 Q1	$352K	Buy	+13,029	New	+$416K	0.03%	309
2019 Q2	–	Sell	-10,092	Closed	-$299K	–	381
2019 Q1	$299K	Sell	10,092 -1	-0%	-$29	0.03%	333
2018 Q4	$290K	Sell	10,093 -2,591	-20%	-$76.1K	0.03%	337
2018 Q3	$399K	Buy	+12,684	New	+$390K	0.05%	200
2018 Q2	–	Sell	-13,059	Closed	-$370K	–	276
2018 Q1	$370K	Sell	13,059 -4,760	-27%	-$139K	0.02%	307
2017 Q4	$524K	Buy	+17,819	New	+$500K	0.05%	240
2017 Q1	–	Sell	-46,599	Closed	-$1.11M	–	328
2016 Q4	$1.11M	Buy	+46,599	New	+$1.09M	0.18%	92

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

Mariner Independent Advisor Network's PTLC Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 9.5% in Q3 2022, selling an estimated $53K and leaving 13,506 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #471.

Mariner Independent Advisor Network first reported a position in PTLC in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.11M in Q4 2016. 155 funds tracked by Wall St. Rank hold PTLC as of Q3 2022.

Mariner Independent Advisor Network held 13,506 shares of Pacer Trendpilot US Large Cap ETF worth $509K as of Q3 2022.
Mariner Independent Advisor Network sold 1,410 Pacer Trendpilot US Large Cap ETF shares in Q3 2022, an estimated $53K.
Pacer Trendpilot US Large Cap ETF made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #471 holding.
Mariner Independent Advisor Network first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2016 and has held it in 10 quarters since.
Mariner Independent Advisor Network's Pacer Trendpilot US Large Cap ETF position peaked at $1.11M in Q4 2016.
155 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.