AmeriFlex Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

AmeriFlex Group’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	$317K	Buy	5,446 +1,930	+55%	+$109K	0.13%	150
2026 Q1	$184K	Hold	3,516	–	–	0.09%	181
2025 Q4	$195K	Sell	3,516 -3,516	-50%	-$195K	0.1%	176
2025 Q3	$385K	Buy	7,032 +3,516	+100%	+$185K	0.14%	125
2025 Q2	$177K	Sell	3,516 -2,803	-44%	-$137K	0.09%	188
2025 Q1	$325K	Sell	6,319 -471	-7%	-$25.2K	0.13%	157
2024 Q4	$373K	Buy	+6,790	New	+$366K	0.17%	129

Other funds holding PTLC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AmeriFlex Group's PTLC Position: Q2 2026 in Review

AmeriFlex Group increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 55% in Q2 2026, buying an estimated $109K and bringing the position to 5,446 shares worth $317K. The position accounts for 0.13% of the portfolio, ranked #150.

AmeriFlex Group first reported a position in PTLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $385K in Q3 2025. 247 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

AmeriFlex Group held 5,446 shares of Pacer Trendpilot US Large Cap ETF worth $317K as of Q2 2026.
AmeriFlex Group bought 1,930 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $109K.
Pacer Trendpilot US Large Cap ETF made up 0.13% of AmeriFlex Group's portfolio in Q2 2026, its #150 holding.
AmeriFlex Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Pacer Trendpilot US Large Cap ETF position peaked at $385K in Q3 2025.
247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.