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Money Concepts Capital’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Money Concepts Capital’s Portfolio PTMC Stock Details PTMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,654
Closed -$489K – 2287
2022
Q4 		$489K Buy
+15,654
New +$503K 0.02% 437
2022
Q2 		– Sell
-14,328
Closed -$494K – 2341
2022
Q1 		$494K Buy
+14,328
New +$500K 0.03% 445

Other funds holding PTMC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Money Concepts Capital sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2023, closing a stake of 15,654 shares — an estimated $489K sold.

Money Concepts Capital first reported a position in PTMC in Q1 2022 and held it in 2 quarters. The position peaked at $494K in Q1 2022. 68 funds tracked by Wall St. Rank hold PTMC as of Q1 2023.

  • Money Concepts Capital reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 15,654 Pacer Trendpilot US Mid Cap ETF shares in Q1 2023, an estimated $489K.
  • Money Concepts Capital first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Pacer Trendpilot US Mid Cap ETF position peaked at $494K in Q1 2022.
  • 68 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2023.

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