CT
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Caldwell Trust’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Caldwell Trust’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
Q1 		$22K Hold
420
– – ﹤0.01% 581
2025
Q4 		$23.3K Hold
420
– – ﹤0.01% 559
2025
Q3 		$23K Hold
420
– – ﹤0.01% 557
2025
Q2 		$21.3K Hold
420
– – ﹤0.01% 554
2025
Q1 		$21.6K Hold
420
– – ﹤0.01% 552
2024
Q4 		$22.4K Hold
420
– – ﹤0.01% 536
2024
Q3 		$22.1K Hold
420
– – ﹤0.01% 543
2024
Q2 		$20.9K Hold
420
– – ﹤0.01% 540
2024
Q1 		$20K Hold
420
– – ﹤0.01% 552
2023
Q4 		$18.2K Buy
+420
New +$17.3K ﹤0.01% 558

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.45B AUM 15.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return