Clear Creek Financial Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Clear Creek Financial Management’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 Q2	–	Sell	-13,983	Closed	-$719K	–	574
2025 Q1	$719K	Buy	13,983 +7,404	+113%	+$397K	0.07%	247
2024 Q4	$352K	Buy	6,579 +137	+2%	+$7.39K	0.04%	352
2024 Q3	$339K	Sell	6,442 -46	-0.7%	-$2.33K	0.04%	326
2024 Q2	$323K	Sell	6,488 -355	-5%	-$16.9K	0.04%	325
2024 Q1	$327K	Sell	6,843 -6,427	-48%	-$291K	0.04%	311
2023 Q4	$574K	Sell	13,270 -4,644	-26%	-$191K	0.09%	176
2023 Q3	$716K	Sell	17,914 -56	-0.3%	-$2.32K	0.13%	134
2023 Q2	$742K	Sell	17,970 -3,578	-17%	-$140K	0.13%	133
2023 Q1	$820K	Sell	21,548 -1,347	-6%	-$50.2K	0.16%	117
2022 Q4	$858K	Buy	22,895 +36	+0.2%	+$1.36K	0.19%	107
2022 Q3	$861K	Sell	22,859 -450	-2%	-$16.9K	0.19%	92
2022 Q2	$875K	Sell	23,309 -5,952	-20%	-$224K	0.18%	102
2022 Q1	$1.14M	Buy	29,261 +100	+0.3%	+$3.9K	0.18%	114
2021 Q4	$1.21M	Buy	29,161 +5,634	+24%	+$227K	0.18%	108
2021 Q3	$888K	Buy	23,527 +16,197	+221%	+$627K	0.14%	141
2021 Q2	$276K	Buy	+7,330	New	+$268K	0.04%	243
2021 Q1	–	Sell	-7,280	Closed	-$238K	–	205
2020 Q4	$238K	Buy	+7,280	New	+$227K	0.05%	263
2020 Q3	–	Sell	-7,880	Closed	-$214K	–	216
2020 Q2	$214K	Hold	7,880	–	–	0.06%	218
2020 Q1	$214K	Buy	+7,880	New	+$252K	0.08%	146

Other funds holding PTLC

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

SWA

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

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

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

Clear Creek Financial Management's PTLC Position: Q2 2025 in Review

Clear Creek Financial Management sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2025, closing a stake of 13,983 shares — an estimated $719K sold.

Clear Creek Financial Management first reported a position in PTLC in Q1 2020 and held it in 19 quarters. The position peaked at $1.21M in Q4 2021. 235 funds tracked by Wall St. Rank hold PTLC as of Q2 2025.

Clear Creek Financial Management reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2025 after selling out during the quarter.
Clear Creek Financial Management sold 13,983 Pacer Trendpilot US Large Cap ETF shares in Q2 2025, an estimated $719K.
Clear Creek Financial Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2020 and held it in 19 quarters.
Clear Creek Financial Management's Pacer Trendpilot US Large Cap ETF position peaked at $1.21M in Q4 2021.
235 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.