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Wetzel Investment Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-157
Closed -$7.49K – 701
2024
Q2 		$7.49K Hold
157
– – ﹤0.01% 509
2024
Q1 		$7.16K Hold
157
– – ﹤0.01% 608
2023
Q4 		$7K Buy
+157
New +$6.46K ﹤0.01% 617

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Wetzel Investment Advisors's PTLC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2024, closing a stake of 157 shares — an estimated $7.49K sold.

Wetzel Investment Advisors first reported a position in PTLC in Q4 2023 and held it in 3 quarters. The position peaked at $7.49K in Q2 2024. 201 funds tracked by Wall St. Rank hold PTLC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 157 Pacer Trendpilot US Large Cap ETF shares in Q3 2024, an estimated $7.49K.
  • Wetzel Investment Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $7.49K in Q2 2024.
  • 201 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.