Apollon Wealth Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Apollon Wealth 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	$711K	Hold	12,210	–	–	0.01%	865
2026 Q1	$641K	Hold	12,210	–	–	0.01%	767
2025 Q4	$679K	Hold	12,210	–	–	0.01%	717
2025 Q3	$669K	Hold	12,210	–	–	0.01%	727
2025 Q2	$620K	Hold	12,210	–	–	0.01%	716
2025 Q1	$628K	Buy	12,210 +1,500	+14%	+$80.4K	0.01%	650
2024 Q4	$572K	Sell	10,710 -1,990	-16%	-$107K	0.01%	697
2024 Q3	$667K	Hold	12,700	–	–	0.02%	612
2024 Q2	$632K	Hold	12,700	–	–	0.02%	597
2024 Q1	$606K	Sell	12,700 -1,715	-12%	-$77.8K	0.02%	625
2023 Q4	$624K	Buy	+14,415	New	+$593K	0.02%	589
2021 Q2	–	Sell	-7,193	Closed	-$250K	–	376
2021 Q1	$250K	Sell	7,193 -4,518	-39%	-$152K	0.05%	299
2020 Q4	$383K	Buy	+11,711	New	+$366K	0.1%	138

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

Apollon Wealth Management's PTLC Position: Q2 2026 in Review

Apollon Wealth Management held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 12,210 shares worth $711K. The position accounts for 0.01% of the portfolio, ranked #865.

Apollon Wealth Management first reported a position in PTLC in Q4 2020 and has held it in 13 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Apollon Wealth Management held 12,210 shares of Pacer Trendpilot US Large Cap ETF worth $711K as of Q2 2026.
Apollon Wealth Management left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #865 holding.
Apollon Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2020 and has held it in 13 quarters since.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.