Superior Planning, LLC’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Superior Planning, LLC’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
2026 Q3	$101K	Buy	+1,700	New	+$101K	0.04%	240

Other funds holding PTLC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Superior Planning, LLC's PTLC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2026: 1,700 shares worth $101K. The stake represents 0.04% of the portfolio and ranks #240 among its holdings.

183 funds tracked by Wall St. Rank hold PTLC as of Q3 2026.

Superior Planning, LLC held 1,700 shares of Pacer Trendpilot US Large Cap ETF worth $101K as of Q3 2026.
Pacer Trendpilot US Large Cap ETF was a new Superior Planning, LLC position in Q3 2026.
Pacer Trendpilot US Large Cap ETF made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #240 holding.
183 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.