WFAG
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Wescott Financial Advisory Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Wescott Financial Advisory Group’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
2021
Q2 		– Sell
-8,027
Closed -$279K – 67
2021
Q1 		$279K Buy
+8,027
New +$271K 0.18% 51

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wescott Financial Advisory Group's PTLC Position: Q2 2021 in Review

Wescott Financial Advisory Group sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2021, closing a stake of 8,027 shares — an estimated $279K sold.

Wescott Financial Advisory Group first reported a position in PTLC in Q1 2021 and held it in 1 quarter. The position peaked at $279K in Q1 2021. 126 funds tracked by Wall St. Rank hold PTLC as of Q2 2021.

  • Wescott Financial Advisory Group reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 8,027 Pacer Trendpilot US Large Cap ETF shares in Q2 2021, an estimated $279K.
  • Wescott Financial Advisory Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2021 and held it in 1 quarter.
  • Wescott Financial Advisory Group's Pacer Trendpilot US Large Cap ETF position peaked at $279K in Q1 2021.
  • 126 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2021.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2021, filed 10 Aug 2021.