Axxcess Wealth Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Axxcess Wealth Management’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	–	Sell	-8,957	Closed	-$498K	–	834
2025 Q4	$498K	Sell	8,957 -597	-6%	-$33.2K	0.01%	700
2025 Q3	$523K	Sell	9,554 -11,103	-54%	-$584K	0.01%	613
2025 Q2	$1.05M	Sell	20,657 -10,254	-33%	-$502K	0.02%	416
2025 Q1	$1.59M	Buy	30,911 +218	+0.7%	+$11.7K	0.04%	299
2024 Q4	$1.64M	Sell	30,693 -581	-2%	-$31.3K	0.04%	314
2024 Q3	$1.64M	Buy	31,274 +3,701	+13%	+$187K	0.04%	303
2024 Q2	$1.37M	Sell	27,573 -1,061	-4%	-$50.7K	0.04%	320
2024 Q1	$1.37M	Sell	28,634 -2,230	-7%	-$101K	0.04%	312
2023 Q4	$1.34M	Sell	30,864 -610	-2%	-$25.1K	0.04%	305
2023 Q3	$1.26M	Buy	+31,474	New	+$1.3M	0.04%	277

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Axxcess Wealth Management's PTLC Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2026, closing a stake of 8,957 shares — an estimated $498K sold.

Axxcess Wealth Management first reported a position in PTLC in Q3 2023 and held it in 10 quarters. The position peaked at $1.64M in Q3 2024. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

Axxcess Wealth Management reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 8,957 Pacer Trendpilot US Large Cap ETF shares in Q1 2026, an estimated $498K.
Axxcess Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2023 and held it in 10 quarters.
Axxcess Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $1.64M in Q3 2024.
247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.