EverSource Wealth Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

EverSource Wealth Advisors’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	$611K	Hold	10,486	–	–	0.02%	495
2026 Q1	$550K	Sell	10,486 -65	-0.6%	-$3.6K	0.02%	564
2025 Q4	$586K	Hold	10,551	–	–	0.02%	488
2025 Q3	$578K	Hold	10,551	–	–	0.02%	449
2025 Q2	$536K	Hold	10,551	–	–	0.02%	432
2025 Q1	$543K	Buy	10,551 +8,232	+355%	+$441K	0.03%	366
2024 Q4	$124K	Buy	2,319 +77	+3%	+$4.15K	0.01%	841
2024 Q3	$118K	Hold	2,242	–	–	0.01%	738
2024 Q2	$113K	Hold	2,242	–	–	0.01%	752
2024 Q1	$103K	Buy	2,242 +13	+0.6%	+$589	0.01%	691
2023 Q4	$96.4K	Buy	2,229 +2,000	+873%	+$82.3K	0.01%	649
2023 Q3	$9.15K	Buy	+229	New	+$9.49K	﹤0.01%	1452

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

EverSource Wealth Advisors's PTLC Position: Q2 2026 in Review

EverSource Wealth Advisors held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 10,486 shares worth $611K. The position accounts for 0.02% of the portfolio, ranked #495.

EverSource Wealth Advisors first reported a position in PTLC in Q3 2023 and has held it in 12 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

EverSource Wealth Advisors held 10,486 shares of Pacer Trendpilot US Large Cap ETF worth $611K as of Q2 2026.
EverSource Wealth Advisors left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #495 holding.
EverSource Wealth Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2023 and has held it in 12 quarters since.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.