Deane Retirement Strategies’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Deane Retirement Strategies’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	$12.7M	Sell	218,676 -3,657	-2%	-$207K	5.39%	4
2026 Q1	$11.7M	Sell	222,333 -867	-0.4%	-$48K	4.69%	7
2025 Q4	$12.4M	Buy	223,200 +396	+0.2%	+$22K	5.13%	5
2025 Q3	$12.2M	Sell	222,804 -2,445	-1%	-$129K	5.25%	4
2025 Q2	$11.4M	Buy	225,249 +225,020	+98,262%	+$11M	5.12%	5
2025 Q1	$11.8K	Buy	229 +83	+57%	+$4.45K	0.01%	60
2024 Q4	$7.8K	Buy	+146	New	+$7.88K	﹤0.01%	60

Other funds holding PTLC

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return