SNS Financial Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

SNS Financial Group’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 Q1	–	Sell	-8,344	Closed	-$313K	–	197
2022 Q4	$313K	Hold	8,344	–	–	0.04%	150
2022 Q3	$314K	Hold	8,344	–	–	0.05%	140
2022 Q2	$313K	Hold	8,344	–	–	0.04%	145
2022 Q1	$324K	Hold	8,344	–	–	0.04%	160
2021 Q4	$347K	Buy	+8,344	New	+$337K	0.04%	166

Other funds holding PTLC

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

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

RJFSA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

SNS Financial Group's PTLC Position: Q1 2023 in Review

SNS Financial Group sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2023, closing a stake of 8,344 shares — an estimated $313K sold.

SNS Financial Group first reported a position in PTLC in Q4 2021 and held it in 5 quarters. The position peaked at $347K in Q4 2021. 166 funds tracked by Wall St. Rank hold PTLC as of Q1 2023.

SNS Financial Group reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2023 after selling out during the quarter.
SNS Financial Group sold 8,344 Pacer Trendpilot US Large Cap ETF shares in Q1 2023, an estimated $313K.
SNS Financial Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2021 and held it in 5 quarters.
SNS Financial Group's Pacer Trendpilot US Large Cap ETF position peaked at $347K in Q4 2021.
166 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2023.

Based on SNS Financial Group's 13F filing for Q1 2023, filed 28 Apr 2023.