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

Regal Investment 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
2024 Q2	–	Sell	-9,124	Closed	-$329K	–	599
2024 Q1	$329K	Sell	9,124 -2,263	-20%	-$75.9K	0.02%	438
2023 Q4	$374K	Buy	11,387 +1,599	+16%	+$50.2K	0.03%	374
2023 Q3	$309K	Sell	9,788 -1,615	-14%	-$53.2K	0.03%	384
2023 Q2	$376K	Buy	11,403 +1,626	+17%	+$52K	0.03%	347
2023 Q1	$310K	Buy	+9,777	New	+$321K	0.03%	385
2022 Q3	–	Sell	-8,287	Closed	-$286K	–	521
2022 Q2	$286K	Sell	8,287 -822	-9%	-$28.4K	0.03%	380
2022 Q1	$314K	Buy	+9,109	New	+$318K	0.03%	395
2021 Q1	–	Sell	-28,143	Closed	-$917K	–	325
2020 Q4	$917K	Buy	+28,143	New	+$865K	0.1%	190

Other funds holding PTMC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Regal Investment Advisors's PTMC Position: Q2 2024 in Review

Regal Investment Advisors sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q2 2024, closing a stake of 9,124 shares — an estimated $329K sold.

Regal Investment Advisors first reported a position in PTMC in Q4 2020 and held it in 8 quarters. The position peaked at $917K in Q4 2020. 72 funds tracked by Wall St. Rank hold PTMC as of Q2 2024.

Regal Investment Advisors reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
Regal Investment Advisors sold 9,124 Pacer Trendpilot US Mid Cap ETF shares in Q2 2024, an estimated $329K.
Regal Investment Advisors first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2020 and held it in 8 quarters.
Regal Investment Advisors's Pacer Trendpilot US Mid Cap ETF position peaked at $917K in Q4 2020.
72 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2024.

Based on Regal Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.