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Creekmur Asset Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Creekmur Asset 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
Q3 		$4.27K Hold
78
– – ﹤0.01% 581
2025
Q2 		$3.96K Hold
78
– – ﹤0.01% 593
2025
Q1 		$4.01K Buy
+78
New +$4.18K ﹤0.01% 560

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creekmur Asset Management's PTLC Position: Q3 2025 in Review

Creekmur Asset Management held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q3 2025 at 78 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Creekmur Asset Management first reported a position in PTLC in Q1 2025 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold PTLC as of Q3 2025.

  • Creekmur Asset Management held 78 shares of Pacer Trendpilot US Large Cap ETF worth $4.27K as of Q3 2025.
  • Creekmur Asset Management left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q3 2025.
  • Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #581 holding.
  • Creekmur Asset Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.