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Wetzel Investment Advisors’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-150
Closed -$5.41K – 702
2024
Q2 		$5.41K Hold
150
– – ﹤0.01% 569
2024
Q1 		$5.02K Hold
150
– – ﹤0.01% 674
2023
Q4 		$5K Buy
+150
New +$4.71K ﹤0.01% 694

Other funds holding PTMC

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

Wetzel Investment Advisors sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2024, closing a stake of 150 shares — an estimated $5.41K sold.

Wetzel Investment Advisors first reported a position in PTMC in Q4 2023 and held it in 3 quarters. The position peaked at $5.41K in Q2 2024. 66 funds tracked by Wall St. Rank hold PTMC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 150 Pacer Trendpilot US Mid Cap ETF shares in Q3 2024, an estimated $5.41K.
  • Wetzel Investment Advisors first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Pacer Trendpilot US Mid Cap ETF position peaked at $5.41K in Q2 2024.
  • 66 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2024.

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