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Sound Income Strategies’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Sound Income Strategies’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
2020
Q2 		– Sell
-550
Closed -$16K – 851
2020
Q1 		$16K Sell
550
-680
-55% -$20.2K 0.01% 283
2019
Q4 		$38K Buy
1,230
+680
+124% +$20.3K 0.01% 156
2019
Q3 		$16K Buy
+550
New +$15.9K ﹤0.01% 239

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sound Income Strategies's PTMC Position: Q2 2020 in Review

Sound Income Strategies sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q2 2020, closing a stake of 550 shares — an estimated $16K sold.

Sound Income Strategies first reported a position in PTMC in Q3 2019 and held it in 3 quarters. The position peaked at $38K in Q4 2019. 61 funds tracked by Wall St. Rank hold PTMC as of Q2 2020.

  • Sound Income Strategies reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Sound Income Strategies sold 550 Pacer Trendpilot US Mid Cap ETF shares in Q2 2020, an estimated $16K.
  • Sound Income Strategies first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2019 and held it in 3 quarters.
  • Sound Income Strategies's Pacer Trendpilot US Mid Cap ETF position peaked at $38K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2020.

Based on Sound Income Strategies's 13F filing for Q2 2020, filed 13 Jul 2020.