Ausdal Financial Partners’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Ausdal Financial 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	$346K	Sell	6,600 -1,438	-18%	-$79.7K	0.02%	719
2025 Q4	$447K	Sell	8,038 -643	-7%	-$35.7K	0.02%	592
2025 Q3	$475K	Buy	+8,681	New	+$457K	0.02%	573
2025 Q2	–	Sell	-34,043	Closed	-$1.75M	–	722
2025 Q1	$1.75M	Buy	34,043 +74	+0.2%	+$3.97K	0.13%	156
2024 Q4	$1.82M	Sell	33,969 -831	-2%	-$44.8K	0.16%	142
2024 Q3	$1.83M	Buy	34,800 +652	+2%	+$33K	0.19%	117
2024 Q2	$1.7M	Sell	34,148 -3,572	-9%	-$171K	0.18%	119
2024 Q1	$1.8M	Buy	+37,720	New	+$1.71M	0.21%	109

Other funds holding PTLC

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

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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

CIAS

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ausdal Financial Partners's PTLC Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 18% in Q1 2026, selling an estimated $79.7K and leaving 6,600 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #719.

Ausdal Financial Partners first reported a position in PTLC in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.83M in Q3 2024. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

Ausdal Financial Partners held 6,600 shares of Pacer Trendpilot US Large Cap ETF worth $346K as of Q1 2026.
Ausdal Financial Partners sold 1,438 Pacer Trendpilot US Large Cap ETF shares in Q1 2026, an estimated $79.7K.
Pacer Trendpilot US Large Cap ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #719 holding.
Ausdal Financial Partners first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2024 and has held it in 8 quarters since.
Ausdal Financial Partners's Pacer Trendpilot US Large Cap ETF position peaked at $1.83M in Q3 2024.
247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.