Patriot Financial Group Insurance Agency’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-803	Closed	-$28K	–	1562
2022 Q2	$28K	Hold	803	–	–	0.01%	916
2022 Q1	$28K	Hold	803	–	–	0.01%	965
2021 Q4	$29K	Hold	803	–	–	﹤0.01%	1069
2021 Q3	$28K	Hold	803	–	–	0.01%	1077
2021 Q2	$28K	Hold	803	–	–	0.01%	1049
2021 Q1	$28K	Hold	803	–	–	0.01%	972
2020 Q4	$26K	Buy	803 +1	+0.1%	+$31	0.01%	895
2020 Q3	$22K	Buy	802 +100	+14%	+$2.77K	0.01%	771
2020 Q2	$19K	Hold	702	–	–	0.01%	764
2020 Q1	$20K	Hold	702	–	–	0.01%	670
2019 Q4	$22K	Buy	702 +2	+0.3%	+$60	0.01%	660
2019 Q3	$20K	Hold	700	–	–	0.01%	657
2019 Q2	$20K	Hold	700	–	–	0.01%	646
2019 Q1	$21K	Hold	700	–	–	0.01%	547
2018 Q4	$22K	Buy	700 +400	+133%	+$12.5K	0.01%	453
2018 Q3	$10K	Hold	300	–	–	0.01%	634
2018 Q2	$10K	Hold	300	–	–	0.01%	399
2018 Q1	$9K	Buy	300 +200	+200%	+$6.28K	0.01%	615
2017 Q4	$3K	Buy	+100	New	+$3.05K	﹤0.01%	833

Other funds holding PTMC

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PTMC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2022, closing a stake of 803 shares — an estimated $28K sold.

Patriot Financial Group Insurance Agency first reported a position in PTMC in Q4 2017 and held it in 19 quarters. The position peaked at $29K in Q4 2021. 70 funds tracked by Wall St. Rank hold PTMC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 803 Pacer Trendpilot US Mid Cap ETF shares in Q3 2022, an estimated $28K.
Patriot Financial Group Insurance Agency first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2017 and held it in 19 quarters.
Patriot Financial Group Insurance Agency's Pacer Trendpilot US Mid Cap ETF position peaked at $29K in Q4 2021.
70 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.