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 Q2	$28.5K	Sell	489 -92	-16%	-$5.21K	﹤0.01%	1462
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	–	849
2023 Q1	$9.67K	Buy	+254	New	+$9.47K	﹤0.01%	684

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

Aptus Capital Advisors's PTLC Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 16% in Q2 2026, selling an estimated $5.21K and leaving 489 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Aptus Capital Advisors first reported a position in PTLC in Q1 2023 and has held it in 10 quarters since. The position peaked at $31.7K in Q4 2024. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Aptus Capital Advisors held 489 shares of Pacer Trendpilot US Large Cap ETF worth $28.5K as of Q2 2026.
Aptus Capital Advisors sold 92 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $5.21K.
Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1462 holding.
Aptus Capital Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2023 and has held it in 10 quarters since.
Aptus Capital Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $31.7K in Q4 2024.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.