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Money Concepts Capital’s Pacer Trendpilot International ETF PTIN Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-6,036
Closed -$146K – 2285
2022
Q4 		$146K Buy
+6,036
New +$148K 0.01% 818
2022
Q2 		– Sell
-4,875
Closed -$126K – 2339
2022
Q1 		$126K Buy
+4,875
New +$132K 0.01% 911

Other funds holding PTIN

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Money Concepts Capital's PTIN Position: Q1 2023 in Review

Money Concepts Capital sold out of Pacer Trendpilot International ETF (PTIN) in Q1 2023, closing a stake of 6,036 shares — an estimated $146K sold.

Money Concepts Capital first reported a position in PTIN in Q1 2022 and held it in 2 quarters. The position peaked at $146K in Q4 2022. 42 funds tracked by Wall St. Rank hold PTIN as of Q1 2023.

  • Money Concepts Capital reported no remaining Pacer Trendpilot International ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 6,036 Pacer Trendpilot International ETF shares in Q1 2023, an estimated $146K.
  • Money Concepts Capital first reported a position in Pacer Trendpilot International ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Pacer Trendpilot International ETF position peaked at $146K in Q4 2022.
  • 42 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.