PCA
PTLC icon

Prosperity Capital Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Prosperity Capital Advisors’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
2024
Q4 		– Sell
-43,308
Closed -$2.28M – 360
2024
Q3 		$2.28M Buy
+43,308
New +$2.19M 0.19% 91

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prosperity Capital Advisors's PTLC Position: Q4 2024 in Review

Prosperity Capital Advisors sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2024, closing a stake of 43,308 shares — an estimated $2.28M sold.

Prosperity Capital Advisors first reported a position in PTLC in Q3 2024 and held it in 1 quarter. The position peaked at $2.28M in Q3 2024. 245 funds tracked by Wall St. Rank hold PTLC as of Q4 2024.

  • Prosperity Capital Advisors reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Prosperity Capital Advisors sold 43,308 Pacer Trendpilot US Large Cap ETF shares in Q4 2024, an estimated $2.28M.
  • Prosperity Capital Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2024 and held it in 1 quarter.
  • Prosperity Capital Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $2.28M in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2024.

Based on Prosperity Capital Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.