Thrivent Financial for Lutherans
PTLC icon

Thrivent Financial for Lutherans’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Thrivent Financial for Lutherans’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
2024
Q1 		– Sell
-5,045
Closed -$218K – 2571
2023
Q4 		$218K Sell
5,045
-1,801
-26% -$74.1K ﹤0.01% 2411
2023
Q3 		$274K Buy
+6,846
New +$284K ﹤0.01% 2323

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Thrivent Financial for Lutherans's PTLC Position: Q1 2024 in Review

Thrivent Financial for Lutherans sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2024, closing a stake of 5,045 shares — an estimated $218K sold.

Thrivent Financial for Lutherans first reported a position in PTLC in Q3 2023 and held it in 2 quarters. The position peaked at $274K in Q3 2023. 195 funds tracked by Wall St. Rank hold PTLC as of Q1 2024.

  • Thrivent Financial for Lutherans reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 5,045 Pacer Trendpilot US Large Cap ETF shares in Q1 2024, an estimated $218K.
  • Thrivent Financial for Lutherans first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2023 and held it in 2 quarters.
  • Thrivent Financial for Lutherans's Pacer Trendpilot US Large Cap ETF position peaked at $274K in Q3 2023.
  • 195 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2024.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2024, filed 14 May 2024.