BTI
PTLC icon

Blue Trust Inc’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Blue Trust Inc’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
2025
Q4 		– Sell
-106
Closed -$5.8K – 2687
2025
Q3 		$5.8K Buy
+106
New +$5.58K ﹤0.01% 1964

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blue Trust Inc's PTLC Position: Q4 2025 in Review

Blue Trust Inc sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2025, closing a stake of 106 shares — an estimated $5.8K sold.

Blue Trust Inc first reported a position in PTLC in Q3 2025 and held it in 1 quarter. The position peaked at $5.8K in Q3 2025. 250 funds tracked by Wall St. Rank hold PTLC as of Q4 2025.

  • Blue Trust Inc reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 106 Pacer Trendpilot US Large Cap ETF shares in Q4 2025, an estimated $5.8K.
  • Blue Trust Inc first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2025 and held it in 1 quarter.
  • Blue Trust Inc's Pacer Trendpilot US Large Cap ETF position peaked at $5.8K in Q3 2025.
  • 250 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.