V Wealth Advisors’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

V Wealth Advisors’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	-14,876	Closed	-$434K	–	364
2019 Q4	$434K	Hold	14,876	–	–	0.16%	156
2019 Q3	$434K	Buy	14,876 +13	+0.1%	+$376	0.16%	156
2019 Q2	$432K	Hold	14,863	–	–	0.16%	149
2019 Q1	$462K	Buy	14,863 +1,287	+9%	+$39.5K	0.19%	132
2018 Q4	$419K	Hold	13,576	–	–	0.21%	118
2018 Q3	$453K	Hold	13,576	–	–	0.21%	124
2018 Q2	$449K	Sell	13,576 -146	-1%	-$4.64K	0.25%	109
2018 Q1	$412K	Sell	13,722 -2,467	-15%	-$77.4K	0.22%	115
2017 Q4	$520K	Buy	16,189 +245	+2%	+$7.46K	0.26%	99
2017 Q3	$473K	Hold	15,944	–	–	0.24%	98
2017 Q2	$452K	Sell	15,944 -213	-1%	-$5.97K	0.21%	99
2017 Q1	$448K	Buy	16,157 +3,278	+25%	+$90.2K	0.28%	97
2016 Q4	$341K	Buy	12,879 +2,809	+28%	+$72.5K	0.25%	119
2016 Q3	$257K	Hold	10,070	–	–	0.21%	136
2016 Q2	$247K	Buy	+10,070	New	+$241K	0.2%	136

Other funds holding PTMC

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 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

V Wealth Advisors's PTMC Position: Q1 2020 in Review

V Wealth Advisors sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2020, closing a stake of 14,876 shares — an estimated $434K sold.

V Wealth Advisors first reported a position in PTMC in Q2 2016 and held it in 15 quarters. The position peaked at $520K in Q4 2017. 71 funds tracked by Wall St. Rank hold PTMC as of Q1 2020.

V Wealth Advisors reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q1 2020 after selling out during the quarter.
V Wealth Advisors sold 14,876 Pacer Trendpilot US Mid Cap ETF shares in Q1 2020, an estimated $434K.
V Wealth Advisors first reported a position in Pacer Trendpilot US Mid Cap ETF in Q2 2016 and held it in 15 quarters.
V Wealth Advisors's Pacer Trendpilot US Mid Cap ETF position peaked at $520K in Q4 2017.
71 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2020.

Based on V Wealth Advisors's 13F filing for Q1 2020, filed 12 May 2020.