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 Q3	$12.1M	Sell	203,972 -14,704	-7%	-$871K	4.97%	4
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

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

PPF

Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Deane Retirement Strategies's PTLC Position: Q3 2026 in Review

Deane Retirement Strategies reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 6.7% in Q3 2026, selling an estimated $871K and leaving 203,972 shares worth $12.1M. The position accounts for 4.97% of the portfolio, ranked #4.

Deane Retirement Strategies first reported a position in PTLC in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.7M in Q2 2026. 18 funds tracked by Wall St. Rank hold PTLC as of Q3 2026.

Deane Retirement Strategies held 203,972 shares of Pacer Trendpilot US Large Cap ETF worth $12.1M as of Q3 2026.
Deane Retirement Strategies sold 14,704 Pacer Trendpilot US Large Cap ETF shares in Q3 2026, an estimated $871K.
Pacer Trendpilot US Large Cap ETF made up 4.97% of Deane Retirement Strategies's portfolio in Q3 2026, its #4 holding.
Deane Retirement Strategies first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and has held it in 8 quarters since.
Deane Retirement Strategies's Pacer Trendpilot US Large Cap ETF position peaked at $12.7M in Q2 2026.
18 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2026.

Based on Deane Retirement Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.