Baird Financial Group
PTLC icon

Baird Financial Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Baird Financial Group’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
Q2 		$501K Buy
8,595
+695
+9% +$39.3K ﹤0.01% 1538
2026
Q1 		$414K Sell
7,900
-286
-3% -$15.8K ﹤0.01% 1533
2025
Q4 		$455K Buy
8,186
+126
+2% +$7K ﹤0.01% 1505
2025
Q3 		$441K Hold
8,060
– – ﹤0.01% 1510
2025
Q2 		$409K Sell
8,060
-3,674
-31% -$180K ﹤0.01% 1481
2025
Q1 		$604K Buy
11,734
+5,003
+74% +$268K ﹤0.01% 1338
2024
Q4 		$360K Sell
6,731
-2,422
-26% -$131K ﹤0.01% 1492
2024
Q3 		$481K Sell
9,153
-76
-0.8% -$3.84K ﹤0.01% 1388
2024
Q2 		$459K Sell
9,229
-366
-4% -$17.5K ﹤0.01% 1419
2024
Q1 		$458K Hold
9,595
– – ﹤0.01% 1420
2023
Q4 		$415K Sell
9,595
-113
-1% -$4.65K ﹤0.01% 1419
2023
Q3 		$388K Sell
9,708
-88
-0.9% -$3.65K ﹤0.01% 1427
2023
Q2 		$405K Sell
9,796
-163
-2% -$6.36K ﹤0.01% 1421
2023
Q1 		$379K Sell
9,959
-988
-9% -$36.8K ﹤0.01% 1414
2022
Q4 		$410K Buy
10,947
+887
+9% +$33.5K ﹤0.01% 1371
2022
Q3 		$379K Sell
10,060
-2,568
-20% -$96.6K ﹤0.01% 1376
2022
Q2 		$474K Buy
12,628
+201
+2% +$7.58K ﹤0.01% 1364
2022
Q1 		$483K Sell
12,427
-518
-4% -$20.2K ﹤0.01% 1417
2021
Q4 		$538K Buy
12,945
+2,463
+23% +$99.4K ﹤0.01% 1445
2021
Q3 		$395K Sell
10,482
-183
-2% -$7.09K ﹤0.01% 1565
2021
Q2 		$401K Buy
+10,665
New +$390K ﹤0.01% 1478

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Baird Financial Group's PTLC Position: Q2 2026 in Review

Baird Financial Group increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 8.8% in Q2 2026, buying an estimated $39.3K and bringing the position to 8,595 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Baird Financial Group first reported a position in PTLC in Q2 2021 and has held it in 21 quarters since. The position peaked at $604K in Q1 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • Baird Financial Group held 8,595 shares of Pacer Trendpilot US Large Cap ETF worth $501K as of Q2 2026.
  • Baird Financial Group bought 695 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $39.3K.
  • Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1538 holding.
  • Baird Financial Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Baird Financial Group's Pacer Trendpilot US Large Cap ETF position peaked at $604K in Q1 2025.
  • 246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.