Centaurus Financial’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Centaurus Financial’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
2024 Q4	–	Sell	-2,225	Closed	-$117K	–	919
2024 Q3	$117K	Hold	2,225	–	–	0.01%	785
2024 Q2	$111K	Buy	+2,225	New	+$106K	0.01%	761
2022 Q4	–	Sell	-2,643	Closed	-$100K	–	897
2022 Q3	$100K	Buy	+2,643	New	+$99.4K	0.01%	824
2022 Q2	–	Sell	-2,643	Closed	-$103K	–	909
2022 Q1	$103K	Hold	2,643	–	–	0.01%	865
2021 Q4	$110K	Buy	+2,643	New	+$107K	0.01%	876

Other funds holding PTLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Centaurus Financial's PTLC Position: Q4 2024 in Review

Centaurus Financial sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2024, closing a stake of 2,225 shares — an estimated $117K sold.

Centaurus Financial first reported a position in PTLC in Q4 2021 and held it in 5 quarters. The position peaked at $117K in Q3 2024. 245 funds tracked by Wall St. Rank hold PTLC as of Q4 2024.

Centaurus Financial reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q4 2024 after selling out during the quarter.
Centaurus Financial sold 2,225 Pacer Trendpilot US Large Cap ETF shares in Q4 2024, an estimated $117K.
Centaurus Financial first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2021 and held it in 5 quarters.
Centaurus Financial's Pacer Trendpilot US Large Cap ETF position peaked at $117K in Q3 2024.
245 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2024.

Based on Centaurus Financial's 13F filing for Q4 2024, filed 12 Mar 2025.