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Advisor Resource Council’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Advisor Resource Council’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
Q2 		$1.17M Sell
20,072
-260
-1% -$14.7K 0.33% 52
2026
Q1 		$1.07M Sell
20,332
-5,888
-22% -$326K 0.35% 48
2025
Q4 		$1.46M Sell
26,220
-1,723
-6% -$95.7K 0.52% 35
2025
Q3 		$1.53M Sell
27,943
-2,724
-9% -$143K 2.07% 7
2025
Q2 		$1.56M Sell
30,667
-99,567
-76% -$4.87M 0.61% 27
2025
Q1 		$6.7M Buy
130,234
+68,788
+112% +$3.69M 0.54% 40
2024
Q4 		$3.28M Buy
+61,446
New +$3.31M 2.36% 6
2024
Q3 		– Sell
-32,883
Closed -$1.64M – 256
2024
Q2 		$1.64M Hold
32,883
– – 2.99% 6
2024
Q1 		$1.57M Sell
32,883
-7,335
-18% -$333K 0.66% 27
2023
Q4 		$1.74M Buy
40,218
+6,270
+18% +$258K 0.2% 122
2023
Q3 		$1.36M Buy
33,948
+2,025
+6% +$83.9K 0.7% 22
2023
Q2 		$1.32M Buy
31,923
+3,742
+13% +$146K 0.59% 27
2023
Q1 		$1.07M Sell
28,181
-1,200
-4% -$44.7K 0.27% 95
2022
Q4 		$1.1M Sell
29,381
-807
-3% -$30.5K 0.53% 32
2022
Q3 		$1.14M Sell
30,188
-35,781
-54% -$1.35M 0.77% 29
2022
Q2 		$2.48M Buy
65,969
+37,031
+128% +$1.4M 0.23% 90
2022
Q1 		$1.12M Sell
28,938
-38,578
-57% -$1.5M 0.34% 90
2021
Q4 		$2.81M Buy
67,516
+5,190
+8% +$209K 0.22% 93
2021
Q3 		$2.35M Sell
62,326
-3,477
-5% -$135K 0.71% 33
2021
Q2 		$2.47M Buy
+65,803
New +$2.41M 0.26% 87

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Advisor Resource Council's PTLC Position: Q2 2026 in Review

Advisor Resource Council reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 1.3% in Q2 2026, selling an estimated $14.7K and leaving 20,072 shares worth $1.17M. The position accounts for 0.33% of the portfolio, ranked #52.

Advisor Resource Council first reported a position in PTLC in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.7M in Q1 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • Advisor Resource Council held 20,072 shares of Pacer Trendpilot US Large Cap ETF worth $1.17M as of Q2 2026.
  • Advisor Resource Council sold 260 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $14.7K.
  • Pacer Trendpilot US Large Cap ETF made up 0.33% of Advisor Resource Council's portfolio in Q2 2026, its #52 holding.
  • Advisor Resource Council first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Advisor Resource Council's Pacer Trendpilot US Large Cap ETF position peaked at $6.7M in Q1 2025.
  • 246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.