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

BCS 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 Q2	$206K	Buy	+3,542	New	+$200K	0.04%	263
2026 Q1	–	Sell	-7,080	Closed	-$394K	–	325
2025 Q4	$394K	Buy	7,080 +2,192	+45%	+$122K	0.04%	251
2025 Q3	$268K	Sell	4,888 -179	-4%	-$9.42K	0.06%	206
2025 Q2	$257K	Sell	5,067 -769	-13%	-$37.6K	0.06%	219
2025 Q1	$300K	Buy	5,836 +672	+13%	+$36K	0.08%	195
2024 Q4	$276K	Buy	+5,164	New	+$279K	0.07%	209

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

BCS Wealth Management's PTLC Position: Q2 2026 in Review

BCS Wealth Management opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026: 3,542 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #263 among its holdings. This is a return to the name: BCS Wealth Management previously reported a position in PTLC as recently as Q4 2025.

BCS Wealth Management first reported a position in PTLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $394K in Q4 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

BCS Wealth Management held 3,542 shares of Pacer Trendpilot US Large Cap ETF worth $206K as of Q2 2026.
Pacer Trendpilot US Large Cap ETF was a new BCS Wealth Management position in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up 0.04% of BCS Wealth Management's portfolio in Q2 2026, its #263 holding.
BCS Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and has held it in 6 quarters since.
BCS Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $394K in Q4 2025.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.