EH
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Equitable Holdings’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Equitable Holdings’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 		$1.07M Sell
18,422
-1,436
-7% -$81.3K 0.01% 973
2026
Q1 		$1.1M Buy
19,858
+440
+2% +$24.4K 0.01% 936
2025
Q4 		$1.08M Sell
19,418
-3,973
-17% -$221K 0.01% 832
2025
Q3 		$1.28M Buy
23,391
+267
+1% +$14.1K 0.01% 762
2025
Q2 		$1.17M Sell
23,124
-3,840
-14% -$188K 0.01% 753
2025
Q1 		$1.39M Buy
26,964
+1,820
+7% +$97.6K 0.01% 616
2024
Q4 		$1.34M Buy
25,144
+4,428
+21% +$239K 0.01% 599
2024
Q3 		$1.09M Buy
20,716
+3,719
+22% +$188K 0.01% 662
2024
Q2 		$846K Buy
16,997
+1,593
+10% +$76.1K 0.01% 691
2024
Q1 		$735K Buy
15,404
+247
+2% +$11.2K 0.01% 693
2023
Q4 		$656K Buy
15,157
+2,524
+20% +$104K 0.01% 691
2023
Q3 		$505K Buy
12,633
+1,585
+14% +$65.7K 0.01% 713
2023
Q2 		$456K Buy
11,048
+841
+8% +$32.8K 0.01% 728
2023
Q1 		$389K Buy
10,207
+550
+6% +$20.5K 0.01% 724
2022
Q4 		$362K Buy
9,657
+2,118
+28% +$80K 0.01% 689
2022
Q3 		$284K Sell
7,539
-8,350
-53% -$314K 0.01% 704
2022
Q2 		$597K Sell
15,889
-5,425
-25% -$205K 0.01% 525
2022
Q1 		$828K Sell
21,314
-2,765
-11% -$108K 0.01% 456
2021
Q4 		$1M Sell
24,079
-1,156
-5% -$46.6K 0.02% 398
2021
Q3 		$952K Buy
25,235
+160
+0.6% +$6.2K 0.02% 395
2021
Q2 		$943K Buy
25,075
+3,443
+16% +$126K 0.02% 387
2021
Q1 		$751K Sell
21,632
-265
-1% -$8.94K 0.02% 411
2020
Q4 		$716K Sell
21,897
-2,119
-9% -$66.2K 0.02% 382
2020
Q3 		$709K Sell
24,016
-63,054
-72% -$1.84M 0.02% 355
2020
Q2 		$2.37M Sell
87,070
-17,231
-17% -$466K 0.07% 184
2020
Q1 		$2.82M Buy
104,301
+71,898
+222% +$2.3M 0.1% 126
2019
Q4 		$1.08M Buy
+32,403
New +$1.04M 0.03% 283

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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

Equitable Holdings's PTLC Position: Q2 2026 in Review

Equitable Holdings reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 7.2% in Q2 2026, selling an estimated $81.3K and leaving 18,422 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #973.

Equitable Holdings first reported a position in PTLC in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.82M in Q1 2020. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • Equitable Holdings held 18,422 shares of Pacer Trendpilot US Large Cap ETF worth $1.07M as of Q2 2026.
  • Equitable Holdings sold 1,436 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $81.3K.
  • Pacer Trendpilot US Large Cap ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #973 holding.
  • Equitable Holdings first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's Pacer Trendpilot US Large Cap ETF position peaked at $2.82M in Q1 2020.
  • 246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.