BWA
PTLC icon

Burt Wealth Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Burt Wealth 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
2025
Q3 		$424K Hold
7,747
– – 0.1% 79
2025
Q2 		$393K Hold
7,747
– – 0.09% 85
2025
Q1 		$399K Buy
7,747
+448
+6% +$24K 0.1% 70
2024
Q4 		$390K Hold
7,299
– – 0.1% 74
2024
Q3 		$384K Hold
7,299
– – 0.09% 76
2024
Q2 		$363K Sell
7,299
-448
-6% -$21.4K 0.1% 75
2024
Q1 		$370K Buy
7,747
+448
+6% +$20.3K 0.09% 82
2023
Q4 		$316K Sell
7,299
-79
-1% -$3.25K 0.09% 83
2023
Q3 		$295K Hold
7,378
– – 0.09% 80
2023
Q2 		$305K Hold
7,378
– – 0.09% 83
2023
Q1 		$281K Hold
7,378
– – 0.09% 88
2022
Q4 		$277K Hold
7,378
– – 0.09% 85
2022
Q3 		$278K Sell
7,378
-657
-8% -$24.7K 0.11% 70
2022
Q2 		$302K Hold
8,035
– – 0.11% 72
2022
Q1 		$312K Buy
+8,035
New +$313K 0.09% 73
2021
Q1 		– Sell
-4,352
Closed -$142K – 287
2020
Q4 		$142K Buy
4,352
+126
+3% +$3.93K 0.05% 106
2020
Q3 		$125K Sell
4,226
-1,650
-28% -$48.1K 0.05% 106
2020
Q2 		$160K Sell
5,876
-1,704
-22% -$46.1K 0.06% 93
2020
Q1 		$205K Buy
7,580
+1,704
+29% +$54.5K 0.09% 73
2019
Q4 		$197K Hold
5,876
– – 0.08% 84
2019
Q3 		$183K Hold
5,876
– – 0.08% 90
2019
Q2 		$180K Buy
5,876
+129
+2% +$3.86K 0.08% 89
2019
Q1 		$169K Sell
5,747
-8,141
-59% -$235K 0.08% 93
2018
Q4 		$400K Buy
13,888
+9,791
+239% +$288K 0.19% 54
2018
Q3 		$129K Buy
4,097
+640
+19% +$19.7K 0.06% 117
2018
Q2 		$101K Hold
3,457
– – 0.05% 125
2018
Q1 		$98K Hold
3,457
– – 0.05% 124
2017
Q4 		$99K Hold
3,457
– – 0.06% 128
2017
Q3 		$94K Hold
3,457
– – 0.06% 130
2017
Q2 		$89K Buy
3,457
+657
+23% +$16.9K 0.06% 127
2017
Q1 		$71K Buy
+2,800
New +$69.5K 0.05% 135

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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 $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Burt Wealth Advisors's PTLC Position: Q3 2025 in Review

Burt Wealth Advisors held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q3 2025 at 7,747 shares worth $424K. The position accounts for 0.1% of the portfolio, ranked #79.

Burt Wealth Advisors first reported a position in PTLC in Q1 2017 and has held it in 31 quarters since. 233 funds tracked by Wall St. Rank hold PTLC as of Q3 2025.

  • Burt Wealth Advisors held 7,747 shares of Pacer Trendpilot US Large Cap ETF worth $424K as of Q3 2025.
  • Burt Wealth Advisors left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q3 2025.
  • Pacer Trendpilot US Large Cap ETF made up 0.1% of Burt Wealth Advisors's portfolio in Q3 2025, its #79 holding.
  • Burt Wealth Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2017 and has held it in 31 quarters since.
  • 233 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.