Beam Wealth Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Beam 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
2026 Q2	$1.59M	Buy	27,206 +140	+0.5%	+$7.92K	0.35%	54
2026 Q1	$1.42M	Sell	27,066 -30,928	-53%	-$1.71M	0.35%	59
2025 Q4	$3.22M	Buy	57,994 +8,555	+17%	+$475K	0.88%	30
2025 Q3	$2.71M	Buy	49,439 +5,549	+13%	+$292K	0.74%	40
2025 Q2	$2.23M	Buy	43,890 +1,186	+3%	+$58K	0.66%	40
2025 Q1	$2.2M	Sell	42,704 -1,458	-3%	-$78.2K	0.74%	37
2024 Q4	$2.36M	Buy	44,162 +4,444	+11%	+$240K	0.75%	36
2024 Q3	$2.09M	Buy	39,718 +1,542	+4%	+$77.9K	0.63%	34
2024 Q2	$1.9M	Buy	38,176 +6,929	+22%	+$331K	0.63%	35
2024 Q1	$1.49M	Sell	31,247 -1,185	-4%	-$53.7K	0.9%	28
2023 Q4	$1.4M	Buy	32,432 +3,404	+12%	+$140K	0.89%	29
2023 Q3	$1.16M	Buy	29,028 +22,472	+343%	+$931K	0.82%	33
2023 Q2	$271K	Buy	+6,556	New	+$256K	0.19%	83

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

Beam Wealth Advisors's PTLC Position: Q2 2026 in Review

Beam Wealth Advisors increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 0.52% in Q2 2026, buying an estimated $7.92K and bringing the position to 27,206 shares worth $1.59M. The position accounts for 0.35% of the portfolio, ranked #54.

Beam Wealth Advisors first reported a position in PTLC in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.22M in Q4 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Beam Wealth Advisors held 27,206 shares of Pacer Trendpilot US Large Cap ETF worth $1.59M as of Q2 2026.
Beam Wealth Advisors bought 140 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $7.92K.
Pacer Trendpilot US Large Cap ETF made up 0.35% of Beam Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Beam Wealth Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2023 and has held it in 13 quarters since.
Beam Wealth Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $3.22M in Q4 2025.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.