United Capital Financial Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

United Capital Financial Advisors’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
2023 Q1	–	Sell	-8,887	Closed	-$333K	–	1052
2022 Q4	$333K	Sell	8,887 -9,200	-51%	-$347K	﹤0.01%	856
2022 Q3	$681K	Buy	18,087 +11,383	+170%	+$428K	﹤0.01%	689
2022 Q2	$252K	Sell	6,704 -78	-1%	-$2.94K	﹤0.01%	990
2022 Q1	$263K	Buy	6,782 +572	+9%	+$22.3K	﹤0.01%	1031
2021 Q4	$258K	Hold	6,210	–	–	﹤0.01%	1081
2021 Q3	$234K	Hold	6,210	–	–	﹤0.01%	1090
2021 Q2	$233K	Hold	6,210	–	–	﹤0.01%	1109
2021 Q1	$216K	Hold	6,210	–	–	﹤0.01%	1096
2020 Q4	$203K	Buy	+6,210	New	+$194K	﹤0.01%	1125

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

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

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

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

RJA

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

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

United Capital Financial Advisors's PTLC Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2023, closing a stake of 8,887 shares — an estimated $333K sold.

United Capital Financial Advisors first reported a position in PTLC in Q4 2020 and held it in 9 quarters. The position peaked at $681K in Q3 2022. 166 funds tracked by Wall St. Rank hold PTLC as of Q1 2023.

United Capital Financial Advisors reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 8,887 Pacer Trendpilot US Large Cap ETF shares in Q1 2023, an estimated $333K.
United Capital Financial Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2020 and held it in 9 quarters.
United Capital Financial Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $681K in Q3 2022.
166 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.