PCS
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Private Client Services’s Pacer US Export Leaders ETF PEXL Stock Holding History

Private Client Services’s Portfolio PEXL Stock Details PEXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,699
Closed -$230K – 175
2024
Q2 		$230K Sell
4,699
-162
-3% -$7.87K 0.14% 124
2024
Q1 		$241K Buy
+4,861
New +$228K 0.16% 115

Other funds holding PEXL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

Private Client Services's PEXL Position: Q3 2024 in Review

Private Client Services sold out of Pacer US Export Leaders ETF (PEXL) in Q3 2024, closing a stake of 4,699 shares — an estimated $230K sold.

Private Client Services first reported a position in PEXL in Q1 2024 and held it in 2 quarters. The position peaked at $241K in Q1 2024. 24 funds tracked by Wall St. Rank hold PEXL as of Q3 2024.

  • Private Client Services reported no remaining Pacer US Export Leaders ETF position as of Q3 2024 after selling out during the quarter.
  • Private Client Services sold 4,699 Pacer US Export Leaders ETF shares in Q3 2024, an estimated $230K.
  • Private Client Services first reported a position in Pacer US Export Leaders ETF in Q1 2024 and held it in 2 quarters.
  • Private Client Services's Pacer US Export Leaders ETF position peaked at $241K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held Pacer US Export Leaders ETF as of Q3 2024.

Based on Private Client Services's 13F filing for Q3 2024, filed 3 Oct 2024.