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

Crux Wealth 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	$2.4M	Buy	41,175 +361	+0.9%	+$20.4K	0.83%	36
2026 Q1	$2.14M	Buy	40,814 +2,259	+6%	+$125K	0.82%	37
2025 Q4	$2.14M	Buy	+38,555	New	+$2.14M	0.8%	38

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

Crux Wealth Advisors's PTLC Position: Q2 2026 in Review

Crux Wealth Advisors increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 0.88% in Q2 2026, buying an estimated $20.4K and bringing the position to 41,175 shares worth $2.4M. The position accounts for 0.83% of the portfolio, ranked #36.

Crux Wealth Advisors first reported a position in PTLC in Q4 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Crux Wealth Advisors held 41,175 shares of Pacer Trendpilot US Large Cap ETF worth $2.4M as of Q2 2026.
Crux Wealth Advisors bought 361 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $20.4K.
Pacer Trendpilot US Large Cap ETF made up 0.83% of Crux Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Crux Wealth Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.