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Financial Advocates Investment Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		$4.51M Sell
82,362
-25,182
-23% -$1.33M 2.54% 8
2025
Q2 		$5.46M Sell
107,544
-6,980
-6% -$341K 0.44% 41
2025
Q1 		$5.89M Buy
114,524
+13,167
+13% +$706K 0.41% 51
2024
Q4 		$5.42M Sell
101,357
-7,359
-7% -$397K 0.31% 69
2024
Q3 		$5.62M Buy
108,716
+4,436
+4% +$224K 0.32% 73
2024
Q2 		$5.19M Buy
104,280
+558
+0.5% +$26.6K 0.32% 68
2024
Q1 		$4.98M Buy
103,722
+1,418
+1% +$64.3K 0.29% 86
2023
Q4 		$4.45M Buy
102,304
+2,106
+2% +$86.7K 0.29% 80
2023
Q3 		$3.93M Sell
100,198
-945
-0.9% -$39.2K 0.28% 89
2023
Q2 		$4.18M Sell
101,143
-8,997
-8% -$351K 0.3% 84
2023
Q1 		$4.19M Sell
110,140
-4,538
-4% -$169K 0.3% 80
2022
Q4 		$4.3M Buy
114,678
+9,708
+9% +$367K 0.32% 78
2022
Q3 		$3.9M Sell
104,970
-1,094
-1% -$41.1K 0.32% 82
2022
Q2 		$3.98M Sell
106,064
-1,030
-1% -$38.8K 0.32% 83
2022
Q1 		$4.16M Buy
107,094
+11,325
+12% +$441K 0.27% 91
2021
Q4 		$3.98M Buy
95,769
+6,908
+8% +$279K 0.25% 99
2021
Q3 		$3.35M Buy
88,861
+14,938
+20% +$578K 0.23% 113
2021
Q2 		$2.78M Buy
73,923
+3,790
+5% +$139K 0.19% 132
2021
Q1 		$2.44M Buy
70,133
+7,464
+12% +$252K 0.17% 134
2020
Q4 		$2.06M Sell
62,669
-33,588
-35% -$1.05M 0.14% 165
2020
Q3 		$2.84M Sell
96,257
-112,382
-54% -$3.27M 0.24% 86
2020
Q2 		$5.67M Sell
208,639
-8,696
-4% -$235K 0.54% 37
2020
Q1 		$5.87M Buy
217,335
+34,230
+19% +$1.09M 0.84% 24
2019
Q4 		$6.13M Buy
183,105
+22,890
+14% +$737K 0.65% 28
2019
Q3 		$4.98M Buy
160,215
+23,007
+17% +$709K 0.57% 39
2019
Q2 		$4.2M Buy
137,208
+17,648
+15% +$528K 0.49% 49
2019
Q1 		$3.51M Buy
119,560
+28,105
+31% +$812K 0.44% 61
2018
Q4 		$2.63M Buy
91,455
+79,911
+692% +$2.35M 0.36% 81
2018
Q3 		$363K Buy
+11,544
New +$355K 0.04% 343

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Advocates Investment Management's PTLC Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 23% in Q3 2025, selling an estimated $1.33M and leaving 82,362 shares worth $4.51M. The position accounts for 2.54% of the portfolio, ranked #8.

Financial Advocates Investment Management first reported a position in PTLC in Q3 2018 and has held it in 29 quarters since. The position peaked at $6.13M in Q4 2019. 233 funds tracked by Wall St. Rank hold PTLC as of Q3 2025.

  • Financial Advocates Investment Management held 82,362 shares of Pacer Trendpilot US Large Cap ETF worth $4.51M as of Q3 2025.
  • Financial Advocates Investment Management sold 25,182 Pacer Trendpilot US Large Cap ETF shares in Q3 2025, an estimated $1.33M.
  • Pacer Trendpilot US Large Cap ETF made up 2.54% of Financial Advocates Investment Management's portfolio in Q3 2025, its #8 holding.
  • Financial Advocates Investment Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2018 and has held it in 29 quarters since.
  • Financial Advocates Investment Management's Pacer Trendpilot US Large Cap ETF position peaked at $6.13M in Q4 2019.
  • 233 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.