Cullen/Frost Bankers’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Cullen/Frost Bankers’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	-110	Closed	-$5.66K	–	1403
2025 Q1	$5.66K	Hold	110	–	–	﹤0.01%	1025
2024 Q4	$5.88K	Buy	+110	New	+$5.93K	﹤0.01%	969

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

Cullen/Frost Bankers's PTLC Position: Q2 2025 in Review

Cullen/Frost Bankers sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2025, closing a stake of 110 shares — an estimated $5.66K sold.

Cullen/Frost Bankers first reported a position in PTLC in Q4 2024 and held it in 2 quarters. The position peaked at $5.88K in Q4 2024. 235 funds tracked by Wall St. Rank hold PTLC as of Q2 2025.

Cullen/Frost Bankers reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2025 after selling out during the quarter.
Cullen/Frost Bankers sold 110 Pacer Trendpilot US Large Cap ETF shares in Q2 2025, an estimated $5.66K.
Cullen/Frost Bankers first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and held it in 2 quarters.
Cullen/Frost Bankers's Pacer Trendpilot US Large Cap ETF position peaked at $5.88K in Q4 2024.
235 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2025.

Based on Cullen/Frost Bankers's 13F filing for Q2 2025, filed 30 Jul 2025.