CIBC Private Wealth Group
PTLC icon

CIBC Private Wealth Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$253K Hold
4,543
– – ﹤0.01% 1089
2025
Q3 		$249K Hold
4,543
– – ﹤0.01% 1086
2025
Q2 		$231K Hold
4,543
– – ﹤0.01% 1063
2025
Q1 		$221K Hold
4,543
– – ﹤0.01% 1043
2024
Q4 		$244K Sell
4,543
-446
-9% -$24.1K ﹤0.01% 1088
2024
Q3 		$262K Buy
4,989
+446
+10% +$22.5K ﹤0.01% 1074
2024
Q2 		$231K Hold
4,543
– – ﹤0.01% 1043
2024
Q1 		$216K Buy
+4,543
New +$206K ﹤0.01% 1086
2023
Q3 		– Sell
-5,000
Closed -$207K – 1120
2023
Q2 		$207K Buy
+5,000
New +$195K ﹤0.01% 835

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return