AAP
PTLC icon

Arax Advisory Partners’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Arax Advisory Partners’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 		$884K Sell
16,846
-224
-1% -$12.4K 0.03% 460
2025
Q4 		$949K Buy
+17,070
New +$948K 0.03% 396
2025
Q3 		– Sell
-21,855
Closed -$1.11M – 4120
2025
Q2 		$1.11M Sell
21,855
-1,530
-7% -$74.8K 0.05% 237
2025
Q1 		$1.2M Buy
23,385
+6,502
+39% +$349K 0.08% 159
2024
Q4 		$902K Buy
+16,883
New +$911K 0.06% 188
2022
Q1 		– Sell
-243
Closed -$10K – 1195
2021
Q4 		$10K Buy
+243
New +$9.81K ﹤0.01% 665

Other funds holding PTLC

LPL Financial
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
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