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Bryant Woods Investment Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Bryant Woods Investment 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 		$219K Buy
+3,757
New +$213K 0.06% 81
2026
Q1 		– Sell
-3,718
Closed -$207K – 59
2025
Q4 		$207K Hold
3,718
– – 0.08% 47
2025
Q3 		$204K Buy
+3,718
New +$196K 0.08% 53

Other funds holding PTLC

CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $172M AUM

Bryant Woods Investment Advisors's PTLC Position: Q2 2026 in Review

Bryant Woods Investment Advisors opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026: 3,757 shares worth $219K. The stake represents 0.06% of the portfolio and ranks #81 among its holdings. This is a return to the name: Bryant Woods Investment Advisors previously reported a position in PTLC as recently as Q4 2025.

Bryant Woods Investment Advisors first reported a position in PTLC in Q3 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • Bryant Woods Investment Advisors held 3,757 shares of Pacer Trendpilot US Large Cap ETF worth $219K as of Q2 2026.
  • Pacer Trendpilot US Large Cap ETF was a new Bryant Woods Investment Advisors position in Q2 2026.
  • Pacer Trendpilot US Large Cap ETF made up 0.06% of Bryant Woods Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • Bryant Woods Investment Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Bryant Woods Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.