CSP
PTLC icon

Cary Street Partners’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Cary Street Partners’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 		– Sell
-4,788
Closed -$251K – 1112
2026
Q1 		$251K Buy
+4,788
New +$265K 0.01% 769

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

Cary Street Partners's PTLC Position: Q2 2026 in Review

Cary Street Partners sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026, closing a stake of 4,788 shares — an estimated $251K sold.

Cary Street Partners first reported a position in PTLC in Q1 2026 and held it in 1 quarter. The position peaked at $251K in Q1 2026. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • Cary Street Partners reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Cary Street Partners sold 4,788 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $251K.
  • Cary Street Partners first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2026 and held it in 1 quarter.
  • Cary Street Partners's Pacer Trendpilot US Large Cap ETF position peaked at $251K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.