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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Burkett Financial Services's PTLC Position: Q2 2026 in Review

Burkett Financial Services held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 753 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #111.

Burkett Financial Services first reported a position in PTLC in Q3 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • Burkett Financial Services held 753 shares of Pacer Trendpilot US Large Cap ETF worth $43.9K as of Q2 2026.
  • Burkett Financial Services left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
  • Pacer Trendpilot US Large Cap ETF made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #111 holding.
  • Burkett Financial Services first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.