Buck Wealth Strategies’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Buck Wealth Strategies’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	$484	Buy	+8	New	+$453	﹤0.01%	1012
2023 Q4	–	Sell	-344	Closed	-$13.8K	–	279
2023 Q3	$13.8K	Sell	344 -25	-7%	-$1.04K	0.01%	185
2023 Q2	$15.3K	Buy	369 +231	+167%	+$9.01K	0.01%	136
2023 Q1	$5.25K	Buy	+138	New	+$5.15K	﹤0.01%	129

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

Buck Wealth Strategies's PTLC Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026: 8 shares worth $484. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in PTLC as recently as Q3 2023.

Buck Wealth Strategies first reported a position in PTLC in Q1 2023 and has held it in 4 quarters since. The position peaked at $15.3K in Q2 2023. 247 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Buck Wealth Strategies held 8 shares of Pacer Trendpilot US Large Cap ETF worth $484 as of Q2 2026.
Pacer Trendpilot US Large Cap ETF was a new Buck Wealth Strategies position in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #1012 holding.
Buck Wealth Strategies first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2023 and has held it in 4 quarters since.
Buck Wealth Strategies's Pacer Trendpilot US Large Cap ETF position peaked at $15.3K in Q2 2023.
247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.