PSI Advisors’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

PSI Advisors’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	-665	Closed	-$20.8K	–	822
2022 Q4	$20.8K	Hold	665	–	–	0.01%	315
2022 Q3	$21K	Hold	665	–	–	0.01%	328
2022 Q2	$23K	Hold	665	–	–	0.01%	339
2022 Q1	$23K	Hold	665	–	–	0.01%	352
2021 Q4	$24K	Hold	665	–	–	0.01%	373
2021 Q3	$23K	Buy	+665	New	+$23.6K	0.01%	364
2020 Q1	–	Sell	-546	Closed	-$16K	–	461
2019 Q4	$16K	Buy	+546	New	+$16.3K	0.01%	407

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 $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

PSI Advisors's PTMC Position: Q1 2023 in Review

PSI Advisors sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2023, closing a stake of 665 shares — an estimated $20.8K sold.

PSI Advisors first reported a position in PTMC in Q4 2019 and held it in 7 quarters. The position peaked at $24K in Q4 2021. 68 funds tracked by Wall St. Rank hold PTMC as of Q1 2023.

PSI Advisors reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q1 2023 after selling out during the quarter.
PSI Advisors sold 665 Pacer Trendpilot US Mid Cap ETF shares in Q1 2023, an estimated $20.8K.
PSI Advisors first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2019 and held it in 7 quarters.
PSI Advisors's Pacer Trendpilot US Mid Cap ETF position peaked at $24K in Q4 2021.
68 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2023.

Based on PSI Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.