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

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

Deane Retirement Strategies's PTLC Position: Q2 2026 in Review

Deane Retirement Strategies reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 1.6% in Q2 2026, selling an estimated $207K and leaving 218,676 shares worth $12.7M. The position accounts for 5.39% of the portfolio, ranked #4.

Deane Retirement Strategies first reported a position in PTLC in Q4 2024 and has held it in 7 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Deane Retirement Strategies held 218,676 shares of Pacer Trendpilot US Large Cap ETF worth $12.7M as of Q2 2026.
Deane Retirement Strategies sold 3,657 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $207K.
Pacer Trendpilot US Large Cap ETF made up 5.39% of Deane Retirement Strategies's portfolio in Q2 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 7 quarters since.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.