American Institute for Advanced Investment Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

American Institute for Advanced Investment Management’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	$796K	Sell	13,656 -1,000	-7%	-$56.6K	0.46%	66
2026 Q1	$769K	Sell	14,656 -1,450	-9%	-$80.3K	0.5%	60
2025 Q4	$895K	Sell	16,106 -368	-2%	-$20.4K	0.58%	48
2025 Q3	$902K	Hold	16,474	–	–	0.59%	45
2025 Q2	$836K	Hold	16,474	–	–	0.59%	44
2025 Q1	$848K	Sell	16,474 -86	-0.5%	-$4.61K	0.65%	45
2024 Q4	$885K	Sell	16,560 -1,060	-6%	-$57.2K	0.66%	47
2024 Q3	$926K	Sell	17,620 -9,650	-35%	-$488K	0.66%	48
2024 Q2	$1.36M	Sell	27,270 -775	-3%	-$37K	1.04%	28
2024 Q1	$1.34M	Sell	28,045 -855	-3%	-$38.8K	1.06%	26
2023 Q4	$1.25M	Sell	28,900 -40	-0.1%	-$1.65K	1.1%	21
2023 Q3	$1.18M	Sell	28,940 -1,887	-6%	-$78.2K	1.09%	24
2023 Q2	$1.27M	Buy	30,827 +12,525	+68%	+$488K	1.11%	23
2023 Q1	$623K	Sell	18,302 -16,092	-47%	-$600K	0.66%	43
2022 Q4	$1.29M	Buy	34,394 +1,819	+6%	+$68.7K	1.18%	25
2022 Q3	$1.23M	Hold	32,575	–	–	1.15%	25
2022 Q2	$1.22M	Hold	32,575	–	–	1.07%	31
2022 Q1	$1.26M	Hold	32,575	–	–	0.92%	34
2021 Q4	$1.35M	Hold	32,575	–	–	0.91%	35
2021 Q3	$1.23M	Hold	32,575	–	–	0.87%	37
2021 Q2	$1.23M	Hold	32,575	–	–	0.86%	38
2021 Q1	$1.13M	Sell	32,575 -1,500	-4%	-$50.6K	0.86%	38
2020 Q4	$1.11M	Hold	34,075	–	–	0.9%	38
2020 Q3	$1.01M	Sell	34,075 -350	-1%	-$10.2K	0.9%	39
2020 Q2	$936K	Sell	34,425 -450	-1%	-$12.2K	0.88%	39
2020 Q1	$942K	Sell	34,875 -2,325	-6%	-$74.3K	1.02%	32
2019 Q4	$1.25M	Buy	+37,200	New	+$1.2M	1.2%	31

Other funds holding PTLC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

American Institute for Advanced Investment Management's PTLC Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 6.8% in Q2 2026, selling an estimated $56.6K and leaving 13,656 shares worth $796K. The position accounts for 0.46% of the portfolio, ranked #66.

American Institute for Advanced Investment Management first reported a position in PTLC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.36M in Q2 2024. 151 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

American Institute for Advanced Investment Management held 13,656 shares of Pacer Trendpilot US Large Cap ETF worth $796K as of Q2 2026.
American Institute for Advanced Investment Management sold 1,000 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $56.6K.
Pacer Trendpilot US Large Cap ETF made up 0.46% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #66 holding.
American Institute for Advanced Investment Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2019 and has held it in 27 quarters since.
American Institute for Advanced Investment Management's Pacer Trendpilot US Large Cap ETF position peaked at $1.36M in Q2 2024.
151 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.