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Salem Investment Counselors’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Salem Investment Counselors’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
Q3 		– Sell
-617
Closed -$20.3K – 1160
2023
Q2 		$20.3K Buy
+617
New +$19.7K ﹤0.01% 691

Other funds holding PTMC

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Salem Investment Counselors's PTMC Position: Q3 2023 in Review

Salem Investment Counselors sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2023, closing a stake of 617 shares — an estimated $20.3K sold.

Salem Investment Counselors first reported a position in PTMC in Q2 2023 and held it in 1 quarter. The position peaked at $20.3K in Q2 2023. 69 funds tracked by Wall St. Rank hold PTMC as of Q3 2023.

  • Salem Investment Counselors reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 617 Pacer Trendpilot US Mid Cap ETF shares in Q3 2023, an estimated $20.3K.
  • Salem Investment Counselors first reported a position in Pacer Trendpilot US Mid Cap ETF in Q2 2023 and held it in 1 quarter.
  • Salem Investment Counselors's Pacer Trendpilot US Mid Cap ETF position peaked at $20.3K in Q2 2023.
  • 69 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.