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Wescott Financial Advisory Group’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Wescott Financial Advisory Group’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
2021
Q2 		– Sell
-8,353
Closed -$291K – 68
2021
Q1 		$291K Buy
+8,353
New +$284K 0.19% 50

Other funds holding PTMC

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Wescott Financial Advisory Group sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q2 2021, closing a stake of 8,353 shares — an estimated $291K sold.

Wescott Financial Advisory Group first reported a position in PTMC in Q1 2021 and held it in 1 quarter. The position peaked at $291K in Q1 2021. 62 funds tracked by Wall St. Rank hold PTMC as of Q2 2021.

  • Wescott Financial Advisory Group reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 8,353 Pacer Trendpilot US Mid Cap ETF shares in Q2 2021, an estimated $291K.
  • Wescott Financial Advisory Group first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2021 and held it in 1 quarter.
  • Wescott Financial Advisory Group's Pacer Trendpilot US Mid Cap ETF position peaked at $291K in Q1 2021.
  • 62 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2021.

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