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Spire Wealth Management’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Spire Wealth Management’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
2022
Q1 		– Sell
-500
Closed -$18K – 2803
2021
Q4 		$18K Hold
500
– – ﹤0.01% 2160
2021
Q3 		$18K Hold
500
– – ﹤0.01% 1907
2021
Q2 		$18K Hold
500
– – ﹤0.01% 1920
2021
Q1 		$17K Buy
+500
New +$17K ﹤0.01% 2220

Other funds holding PTMC

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spire Wealth Management's PTMC Position: Q1 2022 in Review

Spire Wealth Management sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2022, closing a stake of 500 shares — an estimated $18K sold.

Spire Wealth Management first reported a position in PTMC in Q1 2021 and held it in 4 quarters. The position peaked at $18K in Q4 2021. 73 funds tracked by Wall St. Rank hold PTMC as of Q1 2022.

  • Spire Wealth Management reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 500 Pacer Trendpilot US Mid Cap ETF shares in Q1 2022, an estimated $18K.
  • Spire Wealth Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's Pacer Trendpilot US Mid Cap ETF position peaked at $18K in Q4 2021.
  • 73 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.