Beacon Pointe Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Beacon Pointe 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
2026 Q2	$313K	Hold	5,375	–	–	﹤0.01%	1583
2026 Q1	$282K	Sell	5,375 -2,387	-31%	-$132K	﹤0.01%	1573
2025 Q4	$431K	Hold	7,762	–	–	﹤0.01%	1119
2025 Q3	$425K	Buy	+7,762	New	+$408K	﹤0.01%	1064

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

Beacon Pointe Advisors's PTLC Position: Q2 2026 in Review

Beacon Pointe Advisors held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 5,375 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Beacon Pointe Advisors first reported a position in PTLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $431K in Q4 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Beacon Pointe Advisors held 5,375 shares of Pacer Trendpilot US Large Cap ETF worth $313K as of Q2 2026.
Beacon Pointe Advisors left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1583 holding.
Beacon Pointe Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
Beacon Pointe Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $431K in Q4 2025.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.