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 Q2	–	Sell	-6,091	Closed	-$320K	–	131
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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

Clarus Group's PTLC Position: Q2 2026 in Review

Clarus Group sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026, closing a stake of 6,091 shares — an estimated $320K sold.

Clarus Group first reported a position in PTLC in Q4 2020 and held it in 16 quarters. The position peaked at $9.14M in Q4 2020. 247 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Clarus Group reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2026 after selling out during the quarter.
Clarus Group sold 6,091 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $320K.
Clarus Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2020 and held it in 16 quarters.
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 Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.