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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Private Wealth Group's PTLC Position: Q4 2025 in Review

CIBC Private Wealth Group held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q4 2025 at 4,543 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

CIBC Private Wealth Group first reported a position in PTLC in Q2 2023 and has held it in 9 quarters since. The position peaked at $262K in Q3 2024. 250 funds tracked by Wall St. Rank hold PTLC as of Q4 2025.

CIBC Private Wealth Group held 4,543 shares of Pacer Trendpilot US Large Cap ETF worth $253K as of Q4 2025.
CIBC Private Wealth Group left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q4 2025.
Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1089 holding.
CIBC Private Wealth Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2023 and has held it in 9 quarters since.
CIBC Private Wealth Group's Pacer Trendpilot US Large Cap ETF position peaked at $262K in Q3 2024.
250 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.