Farther Finance Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Farther Finance 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	$162K	Sell	2,777 -1,490	-35%	-$84.3K	﹤0.01%	2399
2026 Q1	$225K	Sell	4,267 -1,149	-21%	-$63.7K	﹤0.01%	1939
2025 Q4	$301K	Buy	5,416 +3,367	+164%	+$187K	﹤0.01%	1643
2025 Q3	$112K	Sell	2,049 -173	-8%	-$9.1K	﹤0.01%	1974
2025 Q2	$113K	Hold	2,222	–	–	﹤0.01%	1702
2025 Q1	$114K	Sell	2,222 -590	-21%	-$31.6K	﹤0.01%	1471
2024 Q4	$150K	Buy	+2,812	New	+$152K	0.01%	1127

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

Farther Finance Advisors's PTLC Position: Q2 2026 in Review

Farther Finance Advisors reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 35% in Q2 2026, selling an estimated $84.3K and leaving 2,777 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

Farther Finance Advisors first reported a position in PTLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $301K in Q4 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Farther Finance Advisors held 2,777 shares of Pacer Trendpilot US Large Cap ETF worth $162K as of Q2 2026.
Farther Finance Advisors sold 1,490 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $84.3K.
Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2399 holding.
Farther Finance Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
Farther Finance Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $301K in Q4 2025.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.