CPL
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Capital & Planning LLC’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Capital & Planning LLC’s Portfolio PTLC Stock Details PTLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$605K Sell
11,923
-303
-2% -$15.4K 0.41% 29
2025
Q1 		$629K Buy
12,226
+818
+7% +$42.1K 0.47% 28
2024
Q4 		$610K Buy
+11,408
New +$610K 0.45% 28