AIM
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Anchor Investment Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Anchor 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
Q1 		$14.3K Buy
+273
New +$15.1K ﹤0.01% 783
2022
Q1 		– Sell
-3,746
Closed -$156K – 1040
2021
Q4 		$156K Buy
+3,746
New +$151K 0.02% 418

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Anchor Investment Management's PTLC Position: Q1 2026 in Review

Anchor Investment Management opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2026: 273 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #783 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in PTLC as recently as Q4 2021.

Anchor Investment Management first reported a position in PTLC in Q4 2021 and has held it in 2 quarters since. The position peaked at $156K in Q4 2021. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

  • Anchor Investment Management held 273 shares of Pacer Trendpilot US Large Cap ETF worth $14.3K as of Q1 2026.
  • Pacer Trendpilot US Large Cap ETF was a new Anchor Investment Management position in Q1 2026.
  • Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #783 holding.
  • Anchor Investment Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2021 and has held it in 2 quarters since.
  • Anchor Investment Management's Pacer Trendpilot US Large Cap ETF position peaked at $156K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.