Aptus Capital Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Aptus Capital Advisors’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	$30.5K	Buy	581 +464	+397%	+$25.7K	﹤0.01%	1341
2025 Q4	$6.5K	Sell	117 -26	-18%	-$1.45K	﹤0.01%	1532
2025 Q3	$7.83K	Buy	143 +26	+22%	+$1.37K	﹤0.01%	1452
2025 Q2	$5.94K	Hold	117	–	–	﹤0.01%	1408
2025 Q1	$6.02K	Sell	117 -473	-80%	-$25.4K	﹤0.01%	1324
2024 Q4	$31.7K	Buy	590 +565	+2,260%	+$30.5K	﹤0.01%	1155
2024 Q3	$1.31K	Hold	25	–	–	﹤0.01%	1208
2024 Q2	$1.24K	Buy	+25	New	+$1.19K	﹤0.01%	1132
2023 Q2	–	Sell	-254	Closed	-$9.67K	–	851
2023 Q1	$9.67K	Buy	+254	New	+$9.47K	﹤0.01%	684

Other funds holding PTLC

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return

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

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return