Avantax Advisory Services’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Avantax Advisory Services’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	$23.7M	Buy	466,086 +109,889	+31%	+$5.38M	0.13%	127
2025 Q1	$18.3M	Buy	356,197 +33,332	+10%	+$1.79M	0.11%	139
2024 Q4	$17.3M	Buy	322,865 +31,320	+11%	+$1.69M	0.11%	147
2024 Q3	$15.3M	Buy	291,545 +24,537	+9%	+$1.24M	0.1%	158
2024 Q2	$13.3M	Buy	267,008 +16,907	+7%	+$807K	0.09%	165
2024 Q1	$11.9M	Buy	250,101 +12,954	+5%	+$587K	0.11%	148
2023 Q4	$10.3M	Buy	237,147 +142,241	+150%	+$5.85M	0.1%	160
2023 Q3	$3.79M	Buy	94,906 +30,415	+47%	+$1.26M	0.04%	307
2023 Q2	$2.66M	Sell	64,491 -39,056	-38%	-$1.52M	0.03%	379
2023 Q1	$3.94M	Sell	103,547 -8,010	-7%	-$299K	0.05%	291
2022 Q4	$4.18M	Sell	111,557 -55,621	-33%	-$2.1M	0.06%	261
2022 Q3	$6.3M	Sell	167,178 -59,259	-26%	-$2.23M	0.1%	165
2022 Q2	$8.51M	Buy	226,437 +17,713	+8%	+$668K	0.13%	130
2022 Q1	$8.1M	Buy	208,724 +2,759	+1%	+$107K	0.11%	130
2021 Q4	$8.56M	Sell	205,965 -16,080	-7%	-$649K	0.13%	125
2021 Q3	$8.37M	Sell	222,045 -20,411	-8%	-$790K	0.14%	115
2021 Q2	$9.11M	Sell	242,456 -17,173	-7%	-$628K	0.17%	98
2021 Q1	$9.03M	Sell	259,629 -13,949	-5%	-$471K	0.19%	92
2020 Q4	$8.95M	Sell	273,578 -162,934	-37%	-$5.09M	0.21%	81
2020 Q3	$12.9M	Buy	436,512 +166,703	+62%	+$4.86M	0.21%	85
2020 Q2	$7.34M	Buy	269,809 +22,324	+9%	+$604K	0.21%	80
2020 Q1	$6.68M	Buy	247,485 +39,670	+19%	+$1.27M	0.2%	81
2019 Q4	$6.95M	Buy	207,815 +184,798	+803%	+$5.95M	0.16%	86
2019 Q3	$715K	Buy	+23,017	New	+$710K	0.03%	263

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

Avantax Advisory Services's PTLC Position: Q2 2025 in Review

Avantax Advisory Services increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 31% in Q2 2025, buying an estimated $5.38M and bringing the position to 466,086 shares worth $23.7M. The position accounts for 0.13% of the portfolio, ranked #127.

Avantax Advisory Services first reported a position in PTLC in Q3 2019 and has held it in 24 quarters since. 235 funds tracked by Wall St. Rank hold PTLC as of Q2 2025.

Avantax Advisory Services held 466,086 shares of Pacer Trendpilot US Large Cap ETF worth $23.7M as of Q2 2025.
Avantax Advisory Services bought 109,889 Pacer Trendpilot US Large Cap ETF shares in Q2 2025, an estimated $5.38M.
Pacer Trendpilot US Large Cap ETF made up 0.13% of Avantax Advisory Services's portfolio in Q2 2025, its #127 holding.
Avantax Advisory Services first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2019 and has held it in 24 quarters since.
235 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.