Atria Wealth Solutions’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$2.55M	Sell	50,306 -294,458	-85%	-$14.4M	0.06%	352
2025 Q1	$17.7M	Buy	344,764 +14,506	+4%	+$778K	0.21%	98
2024 Q4	$17.8M	Buy	330,258 +6,449	+2%	+$348K	0.19%	104
2024 Q3	$17M	Sell	323,809 -54,102	-14%	-$2.73M	0.18%	115
2024 Q2	$18.8M	Sell	377,911 -11,016	-3%	-$526K	0.21%	100
2024 Q1	$18.6M	Buy	388,927 +33,527	+9%	+$1.52M	0.21%	100
2023 Q4	$15.5M	Buy	355,400 +18,879	+6%	+$777K	0.19%	110
2023 Q3	$13.4M	Buy	336,521 +18,142	+6%	+$752K	0.19%	118
2023 Q2	$13.1M	Buy	318,379 +3,702	+1%	+$144K	0.18%	123
2023 Q1	$12M	Buy	314,677 +14,261	+5%	+$532K	0.18%	126
2022 Q4	$11.3M	Buy	300,416 +24,271	+9%	+$917K	0.18%	129
2022 Q3	$10.4M	Buy	276,145 +7,263	+3%	+$273K	0.18%	121
2022 Q2	$10.1M	Sell	268,882 -14,002	-5%	-$528K	0.19%	120
2022 Q1	$11M	Buy	+282,884	New	+$11M	0.18%	120

Other funds holding PTLC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Wealth Solutions's PTLC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 85% in Q2 2025, selling an estimated $14.4M and leaving 50,306 shares worth $2.55M. The position accounts for 0.06% of the portfolio, ranked #352.

Atria Wealth Solutions first reported a position in PTLC in Q1 2022 and has held it in 14 quarters since. The position peaked at $18.8M in Q2 2024. 235 funds tracked by Wall St. Rank hold PTLC as of Q2 2025.

Atria Wealth Solutions held 50,306 shares of Pacer Trendpilot US Large Cap ETF worth $2.55M as of Q2 2025.
Atria Wealth Solutions sold 294,458 Pacer Trendpilot US Large Cap ETF shares in Q2 2025, an estimated $14.4M.
Pacer Trendpilot US Large Cap ETF made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #352 holding.
Atria Wealth Solutions first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Pacer Trendpilot US Large Cap ETF position peaked at $18.8M in Q2 2024.
235 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.