AAS
PTLC icon

Ameritas Advisory Services’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Ameritas Advisory Services’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
Q1 		$798K Buy
15,216
+376
+3% +$20.8K 0.03% 440
2025
Q4 		$825K Buy
14,840
+598
+4% +$33.2K 0.03% 414
2025
Q3 		$780K Buy
14,242
+1,955
+16% +$103K 0.05% 294
2025
Q2 		$624K Buy
12,287
+6,621
+117% +$324K 0.03% 449
2025
Q1 		$299K Buy
5,666
+277
+5% +$14.8K 0.01% 703
2024
Q4 		$288K Buy
+5,389
New +$291K 0.01% 736
2023
Q2 		– Sell
-957
Closed -$36.4K – 2049
2023
Q1 		$36.4K Buy
+957
New +$35.7K ﹤0.01% 1385

Other funds holding PTLC

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.45B AUM 15.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return