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

Titus 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
2020
Q1 		– Sell
-8,155
Closed -$251K – 113
2019
Q4 		$251K Hold
8,155
– – 0.25% 84
2019
Q3 		$238K Hold
8,155
– – 0.22% 85
2019
Q2 		$238K Sell
8,155
-13,950
-63% -$415K 0.23% 77
2019
Q1 		$671 Buy
22,105
+12,455
+129% +$382K 0.59% 33
2018
Q4 		$297 Buy
+9,650
New +$302K 0.25% 65

Other funds holding PTMC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Titus Wealth Management's PTMC Position: Q1 2020 in Review

Titus Wealth Management sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2020, closing a stake of 8,155 shares — an estimated $251K sold.

Titus Wealth Management first reported a position in PTMC in Q4 2018 and held it in 5 quarters. The position peaked at $251K in Q4 2019. 71 funds tracked by Wall St. Rank hold PTMC as of Q1 2020.

  • Titus Wealth Management reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Titus Wealth Management sold 8,155 Pacer Trendpilot US Mid Cap ETF shares in Q1 2020, an estimated $251K.
  • Titus Wealth Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2018 and held it in 5 quarters.
  • Titus Wealth Management's Pacer Trendpilot US Mid Cap ETF position peaked at $251K in Q4 2019.
  • 71 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2020.

Based on Titus Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.