Burkett Financial Services’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Burkett Financial Services’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 Q3	$44.8K	Hold	753	–	–	0.01%	170
2026 Q2	$43.9K	Hold	753	–	–	0.01%	111
2026 Q1	$39.5K	Hold	753	–	–	0.01%	116
2025 Q4	$41.9K	Hold	753	–	–	0.01%	108
2025 Q3	$41.2K	Buy	+753	New	+$39.6K	0.01%	103

Other funds holding PTLC

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

PPF

Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

Burkett Financial Services's PTLC Position: Q3 2026 in Review

Burkett Financial Services held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q3 2026 at 753 shares worth $44.8K. The position accounts for 0.01% of the portfolio, ranked #170.

Burkett Financial Services first reported a position in PTLC in Q3 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold PTLC as of Q3 2026.

Burkett Financial Services held 753 shares of Pacer Trendpilot US Large Cap ETF worth $44.8K as of Q3 2026.
Burkett Financial Services left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q3 2026.
Pacer Trendpilot US Large Cap ETF made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #170 holding.
Burkett Financial Services first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2025 and has held it in 5 quarters since.
28 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.