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Regal Investment Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Regal Investment 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
2023
Q3 		– Sell
-6,570
Closed -$271K – 524
2023
Q2 		$271K Sell
6,570
-1,791
-21% -$69.9K 0.02% 414
2023
Q1 		$318K Buy
+8,361
New +$312K 0.03% 375

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Regal Investment Advisors's PTLC Position: Q3 2023 in Review

Regal Investment Advisors sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2023, closing a stake of 6,570 shares — an estimated $271K sold.

Regal Investment Advisors first reported a position in PTLC in Q1 2023 and held it in 2 quarters. The position peaked at $318K in Q1 2023. 175 funds tracked by Wall St. Rank hold PTLC as of Q3 2023.

  • Regal Investment Advisors reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 6,570 Pacer Trendpilot US Large Cap ETF shares in Q3 2023, an estimated $271K.
  • Regal Investment Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2023 and held it in 2 quarters.
  • Regal Investment Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $318K in Q1 2023.
  • 175 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2023.

Based on Regal Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.