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TCWP’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

TCWP’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
2022
Q2 		– Sell
-1,144
Closed -$44K – 1368
2022
Q1 		$44K Buy
+1,144
New +$44.6K 0.01% 513

Other funds holding PTLC

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TCWP's PTLC Position: Q2 2022 in Review

TCWP sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2022, closing a stake of 1,144 shares — an estimated $44K sold.

TCWP first reported a position in PTLC in Q1 2022 and held it in 1 quarter. The position peaked at $44K in Q1 2022. 143 funds tracked by Wall St. Rank hold PTLC as of Q2 2022.

  • TCWP reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 1,144 Pacer Trendpilot US Large Cap ETF shares in Q2 2022, an estimated $44K.
  • TCWP first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's Pacer Trendpilot US Large Cap ETF position peaked at $44K in Q1 2022.
  • 143 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.