Squar Milner Financial Services’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-25,000	Closed	-$680K	–	149
2020 Q2	$680K	Buy	25,000 +3,720	+17%	+$101K	0.39%	69
2020 Q1	$574K	Buy	+21,280	New	+$680K	0.34%	60

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJA

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

Squar Milner Financial Services's PTLC Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2020, closing a stake of 25,000 shares — an estimated $680K sold.

Squar Milner Financial Services first reported a position in PTLC in Q1 2020 and held it in 2 quarters. The position peaked at $680K in Q2 2020. 120 funds tracked by Wall St. Rank hold PTLC as of Q3 2020.

Squar Milner Financial Services reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 25,000 Pacer Trendpilot US Large Cap ETF shares in Q3 2020, an estimated $680K.
Squar Milner Financial Services first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2020 and held it in 2 quarters.
Squar Milner Financial Services's Pacer Trendpilot US Large Cap ETF position peaked at $680K in Q2 2020.
120 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.