Clarus Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Clarus 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
2026 Q1	$320K	Hold	6,091	–	–	0.11%	78
2025 Q4	$339K	Hold	6,091	–	–	0.12%	73
2025 Q3	$334K	Buy	+6,091	New	+$321K	0.12%	77
2024 Q3	–	Sell	-5,416	Closed	-$270K	–	123
2024 Q2	$270K	Sell	5,416 -46,566	-90%	-$2.22M	0.12%	95
2024 Q1	$2.48M	Buy	51,982 +374	+0.7%	+$17K	1.74%	15
2023 Q4	$2.23M	Buy	51,608 +28,008	+119%	+$1.15M	1.69%	14
2023 Q3	$943K	Buy	+23,600	New	+$978K	0.68%	27
2023 Q1	–	Sell	-29,526	Closed	-$1.11M	–	101
2022 Q4	$1.11M	Hold	29,526	–	–	0.97%	20
2022 Q3	$1.11M	Hold	29,526	–	–	1.01%	18
2022 Q2	$1.11M	Sell	29,526 -3,376	-10%	-$127K	0.93%	18
2022 Q1	$1.28M	Sell	32,902 -18,527	-36%	-$722K	0.87%	19
2021 Q4	$2.06M	Sell	51,429 -4,151	-7%	-$168K	1.39%	15
2021 Q3	$2.1M	Sell	55,580 -73,992	-57%	-$2.86M	1.45%	15
2021 Q2	$4.96M	Sell	129,572 -113,244	-47%	-$4.14M	3.71%	9
2021 Q1	$8.65M	Sell	242,816 -23,416	-9%	-$790K	7.2%	2
2020 Q4	$9.14M	Buy	+266,232	New	+$8.31M	7.89%	2

Other funds holding PTLC

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

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clarus Group's PTLC Position: Q1 2026 in Review

Clarus Group held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q1 2026 at 6,091 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #78.

Clarus Group first reported a position in PTLC in Q4 2020 and has held it in 16 quarters since. The position peaked at $9.14M in Q4 2020. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

Clarus Group held 6,091 shares of Pacer Trendpilot US Large Cap ETF worth $320K as of Q1 2026.
Clarus Group left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q1 2026.
Pacer Trendpilot US Large Cap ETF made up 0.11% of Clarus Group's portfolio in Q1 2026, its #78 holding.
Clarus Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2020 and has held it in 16 quarters since.
Clarus Group's Pacer Trendpilot US Large Cap ETF position peaked at $9.14M in Q4 2020.
247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Clarus Group's 13F filing for Q1 2026, filed 21 Apr 2026.