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Cyndeo Wealth Partners’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Cyndeo Wealth Partners’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
Q1 		– Sell
-4,529
Closed -$252K – 512
2025
Q4 		$252K Hold
4,529
– – 0.01% 427
2025
Q3 		$248K Sell
4,529
-205
-4% -$10.8K 0.01% 426
2025
Q2 		$240K Buy
+4,734
New +$232K 0.01% 428

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cyndeo Wealth Partners's PTLC Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2026, closing a stake of 4,529 shares — an estimated $252K sold.

Cyndeo Wealth Partners first reported a position in PTLC in Q2 2025 and held it in 3 quarters. The position peaked at $252K in Q4 2025. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

  • Cyndeo Wealth Partners reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 4,529 Pacer Trendpilot US Large Cap ETF shares in Q1 2026, an estimated $252K.
  • Cyndeo Wealth Partners first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2025 and held it in 3 quarters.
  • Cyndeo Wealth Partners's Pacer Trendpilot US Large Cap ETF position peaked at $252K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.