BRWA
PTLC icon

B. Riley Wealth Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$1.08M Sell
20,156
-16,133
-44% -$870K 0.04% 430
2024
Q3 		$1.9M Sell
36,289
-4,268
-11% -$216K 0.05% 325
2024
Q2 		$2.02M Sell
40,557
-9,672
-19% -$462K 0.05% 336
2024
Q1 		$2.01M Buy
50,229
+16,945
+51% +$768K 0.05% 351
2023
Q4 		$1.46M Sell
33,284
-16,945
-34% -$697K 0.04% 435
2023
Q3 		$2.01M Sell
50,229
-7,355
-13% -$305K 0.05% 351
2023
Q2 		$2.38M Buy
57,584
+3,947
+7% +$154K 0.05% 319
2023
Q1 		$2.04M Sell
53,637
-15,526
-22% -$579K 0.05% 334
2022
Q4 		$2.59M Sell
69,163
-736
-1% -$27.8K 0.07% 276
2022
Q3 		$2.63M Buy
69,899
+26,251
+60% +$987K 0.08% 248
2022
Q2 		$1.64M Buy
43,648
+15,825
+57% +$597K 0.07% 283
2022
Q1 		$1.08M Buy
27,823
+387
+1% +$15.1K 0.04% 462
2021
Q4 		$1.14M Buy
27,436
+848
+3% +$34.2K 0.03% 486
2021
Q3 		$1M Buy
26,588
+3,542
+15% +$137K 0.03% 517
2021
Q2 		$867K Sell
23,046
-14,292
-38% -$523K 0.03% 560
2021
Q1 		$1.3M Sell
37,338
-9,125
-20% -$308K 0.05% 414
2020
Q4 		$1.52M Sell
46,463
-3,102
-6% -$96.8K 0.08% 244
2020
Q3 		$1.46M Buy
49,565
+1,045
+2% +$30.4K 0.08% 251
2020
Q2 		$1.32M Sell
48,520
-10,438
-18% -$282K 0.09% 228
2020
Q1 		$1.59M Buy
58,958
+6,026
+11% +$193K 0.14% 160
2019
Q4 		$1.77M Buy
52,932
+16,771
+46% +$540K 0.15% 153
2019
Q3 		$1.12M Buy
36,161
+12,237
+51% +$377K 0.11% 205
2019
Q2 		$733K Buy
+23,924
New +$716K 0.08% 260

Other funds holding PTLC

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $1.5B AUM 20.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 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 $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's PTLC Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 44% in Q4 2024, selling an estimated $870K and leaving 20,156 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #430.

B. Riley Wealth Advisors first reported a position in PTLC in Q2 2019 and has held it in 23 quarters since. The position peaked at $2.63M in Q3 2022. 245 funds tracked by Wall St. Rank hold PTLC as of Q4 2024.

  • B. Riley Wealth Advisors held 20,156 shares of Pacer Trendpilot US Large Cap ETF worth $1.08M as of Q4 2024.
  • B. Riley Wealth Advisors sold 16,133 Pacer Trendpilot US Large Cap ETF shares in Q4 2024, an estimated $870K.
  • Pacer Trendpilot US Large Cap ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #430 holding.
  • B. Riley Wealth Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2019 and has held it in 23 quarters since.
  • B. Riley Wealth Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $2.63M in Q3 2022.
  • 245 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.