CoreCap Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

CoreCap Advisors’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 Q3	$51.5K	Hold	866	–	–	﹤0.01%	1386
2026 Q2	$50.5K	Hold	866	–	–	﹤0.01%	1405
2026 Q1	$45.4K	Buy	866 +4	+0.5%	+$222	﹤0.01%	1349
2025 Q4	$47.9K	Hold	862	–	–	﹤0.01%	1357
2025 Q3	$47.2K	Hold	862	–	–	﹤0.01%	1347
2025 Q2	$43.8K	Hold	862	–	–	﹤0.01%	1309
2025 Q1	$44.4K	Buy	862 +2	+0.2%	+$107	﹤0.01%	1224
2024 Q4	$46K	Hold	860	–	–	﹤0.01%	1217
2024 Q3	$45.2K	Hold	860	–	–	﹤0.01%	1225
2024 Q2	$42.8K	Buy	+860	New	+$41.1K	﹤0.01%	701

Other funds holding PTLC

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

PPF

Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

CoreCap Advisors's PTLC Position: Q3 2026 in Review

CoreCap Advisors held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q3 2026 at 866 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

CoreCap Advisors first reported a position in PTLC in Q2 2024 and has held it in 10 quarters since. 18 funds tracked by Wall St. Rank hold PTLC as of Q3 2026.

CoreCap Advisors held 866 shares of Pacer Trendpilot US Large Cap ETF worth $51.5K as of Q3 2026.
CoreCap Advisors left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q3 2026.
Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1386 holding.
CoreCap Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2024 and has held it in 10 quarters since.
18 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.