Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Cambridge Investment Research 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
2026
Q1 		$39.8M Sell
758,988
-59,391
-7% -$3.29M 0.1% 196
2025
Q4 		$45.5M Sell
818,379
-16,109
-2% -$895K 0.12% 162
2025
Q3 		$45.7M Buy
834,488
+80,369
+11% +$4.23M 0.13% 149
2025
Q2 		$38.3M Sell
754,119
-172,526
-19% -$8.44M 0.12% 165
2025
Q1 		$47.7M Buy
926,645
+20,287
+2% +$1.09M 0.16% 119
2024
Q4 		$48.4M Sell
906,358
-28,069
-3% -$1.51M 0.16% 113
2024
Q3 		$49.1M Buy
934,427
+306,895
+49% +$15.5M 0.17% 114
2024
Q2 		$31.2M Buy
627,532
+26,042
+4% +$1.24M 0.12% 165
2024
Q1 		$28.7M Buy
601,490
+23,064
+4% +$1.05M 0.11% 171
2023
Q4 		$25M Buy
578,426
+113,657
+24% +$4.68M 0.11% 184
2023
Q3 		$18.6M Buy
464,769
+55,492
+14% +$2.3M 0.09% 231
2023
Q2 		$16.9M Buy
409,277
+9,048
+2% +$353K 0.08% 257
2023
Q1 		$15.2M Sell
400,229
-44,797
-10% -$1.67M 0.07% 265
2022
Q4 		$16.7M Buy
445,026
+22,534
+5% +$851K 0.09% 224
2022
Q3 		$15.9M Buy
422,492
+54,725
+15% +$2.06M 0.09% 226
2022
Q2 		$13.8M Sell
367,767
-87
-0% -$3.28K 0.07% 255
2022
Q1 		$14.3M Sell
367,854
-3,101
-0.8% -$121K 0.07% 282
2021
Q4 		$15.4M Sell
370,955
-34,629
-9% -$1.4M 0.07% 264
2021
Q3 		$15.3M Buy
405,584
+405
+0.1% +$15.7K 0.08% 257
2021
Q2 		$15.2M Sell
405,179
-18,575
-4% -$679K 0.07% 260
2021
Q1 		$14.7M Sell
423,754
-51,396
-11% -$1.73M 0.08% 242
2020
Q4 		$15.5M Sell
475,150
-8,984
-2% -$280K 0.09% 214
2020
Q3 		$14.3M Sell
484,134
-706,386
-59% -$20.6M 0.1% 213
2020
Q2 		$32.4M Sell
1,190,520
-835,332
-41% -$22.6M 0.24% 82
2020
Q1 		$54.7M Buy
2,025,852
+868,831
+75% +$27.8M 0.53% 29
2019
Q4 		$38.7M Buy
1,157,021
+215,752
+23% +$6.95M 0.3% 67
2019
Q3 		$29.2M Buy
941,269
+64,695
+7% +$1.99M 0.26% 77
2019
Q2 		$26.8M Buy
876,574
+146,851
+20% +$4.4M 0.25% 88
2019
Q1 		$21.4M Buy
729,723
+88,615
+14% +$2.56M 0.21% 105
2018
Q4 		$18.4M Buy
641,108
+229,669
+56% +$6.75M 0.2% 108
2018
Q3 		$13M Buy
411,439
+147,078
+56% +$4.52M 0.12% 167
2018
Q2 		$7.74M Buy
264,361
+216,123
+448% +$6.28M 0.08% 238
2018
Q1 		$1.37M Buy
+48,238
New +$1.41M 0.02% 780
2016
Q2 		– Sell
-11,217
Closed -$245K – 1662
2016
Q1 		$245K Sell
11,217
-1,559
-12% -$33.9K 0.01% 1284
2015
Q4 		$295K Sell
12,776
-1,738
-12% -$40.7K 0.01% 1128
2015
Q3 		$342K Buy
+14,514
New +$352K 0.01% 961

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $377B 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 $1.48B AUM 15.85% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors's PTLC Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 7.3% in Q1 2026, selling an estimated $3.29M and leaving 758,988 shares worth $39.8M. The position accounts for 0.1% of the portfolio, ranked #196.

Cambridge Investment Research Advisors first reported a position in PTLC in Q3 2015 and has held it in 36 quarters since. The position peaked at $54.7M in Q1 2020. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

  • Cambridge Investment Research Advisors held 758,988 shares of Pacer Trendpilot US Large Cap ETF worth $39.8M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 59,391 Pacer Trendpilot US Large Cap ETF shares in Q1 2026, an estimated $3.29M.
  • Pacer Trendpilot US Large Cap ETF made up 0.1% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #196 holding.
  • Cambridge Investment Research Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2015 and has held it in 36 quarters since.
  • Cambridge Investment Research Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $54.7M in Q1 2020.
  • 247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.