Titus Wealth Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Titus Wealth Management’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	$3.85M	Buy	102,525 +3,900	+4%	+$147K	1.93%	14
2022 Q1	$3.83M	Sell	98,625 -3,200	-3%	-$125K	1.73%	15
2021 Q4	$4.23M	Buy	101,825 +1,600	+2%	+$64.6K	1.91%	14
2021 Q3	$3.78M	Buy	100,225 +2,905	+3%	+$112K	1.98%	13
2021 Q2	$3.66M	Buy	97,320 +1,300	+1%	+$47.6K	1.98%	14
2021 Q1	$3.34M	Sell	96,020 -6,400	-6%	-$216K	1.95%	14
2020 Q4	$3.35M	Buy	102,420 +19,100	+23%	+$596K	2.06%	13
2020 Q3	$2.46M	Sell	83,320 -15,430	-16%	-$449K	1.76%	14
2020 Q2	$2.69M	Buy	98,750 +3,250	+3%	+$88K	2.12%	13
2020 Q1	$2.58M	Buy	95,500 +44,435	+87%	+$1.42M	2.44%	11
2019 Q4	$1.71M	Buy	51,065 +6,650	+15%	+$214K	1.71%	14
2019 Q3	$1.38M	Hold	44,415	–	–	1.26%	17
2019 Q2	$1.36M	Sell	44,415 -5,450	-11%	-$163K	1.34%	17
2019 Q1	$1.47K	Buy	49,865 +31,815	+176%	+$920K	1.29%	18
2018 Q4	$519	Buy	18,050 +11,100	+160%	+$326K	0.44%	35
2018 Q3	$219K	Buy	+6,950	New	+$214K	0.19%	86

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

Titus Wealth Management's PTLC Position: Q2 2022 in Review

Titus Wealth Management increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 4% in Q2 2022, buying an estimated $147K and bringing the position to 102,525 shares worth $3.85M. The position accounts for 1.93% of the portfolio, ranked #14.

Titus Wealth Management first reported a position in PTLC in Q3 2018 and has held it in 16 quarters since. The position peaked at $4.23M in Q4 2021. 143 funds tracked by Wall St. Rank hold PTLC as of Q2 2022.

Titus Wealth Management held 102,525 shares of Pacer Trendpilot US Large Cap ETF worth $3.85M as of Q2 2022.
Titus Wealth Management bought 3,900 Pacer Trendpilot US Large Cap ETF shares in Q2 2022, an estimated $147K.
Pacer Trendpilot US Large Cap ETF made up 1.93% of Titus Wealth Management's portfolio in Q2 2022, its #14 holding.
Titus Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2018 and has held it in 16 quarters since.
Titus Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $4.23M in Q4 2021.
143 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.