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 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

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

CoreCap Advisors's PTLC Position: Q2 2026 in Review

CoreCap Advisors held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 866 shares worth $50.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

CoreCap Advisors first reported a position in PTLC in Q2 2024 and has held it in 9 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

CoreCap Advisors held 866 shares of Pacer Trendpilot US Large Cap ETF worth $50.5K as of Q2 2026.
CoreCap Advisors left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1405 holding.
CoreCap Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2024 and has held it in 9 quarters since.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.