BOK Financial Private Wealth’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

BOK Financial Private Wealth’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 Q1	–	Sell	-46	Closed	-$2.48K	–	630
2024 Q4	$2.48K	Hold	46	–	–	﹤0.01%	431
2024 Q3	$2.42K	Hold	46	–	–	﹤0.01%	467
2024 Q2	$2.29K	Buy	+46	New	+$2.2K	﹤0.01%	430

Other funds holding PTLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BOK Financial Private Wealth's PTLC Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2025, closing a stake of 46 shares — an estimated $2.48K sold.

BOK Financial Private Wealth first reported a position in PTLC in Q2 2024 and held it in 3 quarters. The position peaked at $2.48K in Q4 2024. 234 funds tracked by Wall St. Rank hold PTLC as of Q1 2025.

BOK Financial Private Wealth reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 46 Pacer Trendpilot US Large Cap ETF shares in Q1 2025, an estimated $2.48K.
BOK Financial Private Wealth first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2024 and held it in 3 quarters.
BOK Financial Private Wealth's Pacer Trendpilot US Large Cap ETF position peaked at $2.48K in Q4 2024.
234 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.