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

Western 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
2022 Q3	–	Sell	-6,199	Closed	-$214K	–	840
2022 Q2	$214K	Sell	6,199 -6,464	-51%	-$223K	0.01%	718
2022 Q1	$437K	Buy	+12,663	New	+$442K	0.02%	567
2019 Q3	–	Sell	-21,494	Closed	-$625K	–	418
2019 Q2	$625K	Sell	21,494 -1,610	-7%	-$47.9K	0.08%	192
2019 Q1	$701K	Buy	+23,104	New	+$709K	0.16%	152

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Western Wealth Management's PTMC Position: Q3 2022 in Review

Western Wealth Management sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2022, closing a stake of 6,199 shares — an estimated $214K sold.

Western Wealth Management first reported a position in PTMC in Q1 2019 and held it in 4 quarters. The position peaked at $701K in Q1 2019. 70 funds tracked by Wall St. Rank hold PTMC as of Q3 2022.

Western Wealth Management reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2022 after selling out during the quarter.
Western Wealth Management sold 6,199 Pacer Trendpilot US Mid Cap ETF shares in Q3 2022, an estimated $214K.
Western Wealth Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2019 and held it in 4 quarters.
Western Wealth Management's Pacer Trendpilot US Mid Cap ETF position peaked at $701K in Q1 2019.
70 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.