EWA
PTLC icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.45B AUM 15.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return