FEG
PTLC icon

Financial Enhancement Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Financial Enhancement Group’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 		$8.66M Sell
148,672
-2,398
-2% -$136K 1.03% 35
2026
Q1 		$8.35M Sell
151,070
-4,193
-3% -$232K 1.04% 36
2025
Q4 		$8.67M Sell
155,263
-3,038
-2% -$169K 1.13% 34
2025
Q3 		$8.77M Sell
158,301
-2,144
-1% -$113K 1.18% 31
2025
Q2 		$8.21M Sell
160,445
-107,100
-40% -$5.24M 1.17% 29
2025
Q1 		$13M Buy
267,545
+51,982
+24% +$2.79M 2.03% 15
2024
Q4 		$11.4M Sell
215,563
-9,079
-4% -$490K 1.75% 21
2024
Q3 		$8.56M Buy
224,642
+3,423
+2% +$173K 1.66% 18
2024
Q2 		$11M Sell
221,219
-2,350
-1% -$112K 1.77% 18
2024
Q1 		$10.4M Sell
223,569
-8,536
-4% -$387K 1.71% 17
2023
Q4 		$9.99M Buy
232,105
+8,701
+4% +$358K 1.76% 17
2023
Q3 		$9.09M Buy
223,404
+195
+0.1% +$8.08K 1.75% 15
2023
Q2 		$9.35M Sell
223,209
-1,433
-0.6% -$55.9K 1.73% 16
2023
Q1 		$8.56M Buy
224,642
+30,096
+15% +$1.12M 1.66% 18
2022
Q4 		$7.4M Buy
194,546
+182,532
+1,519% +$6.89M 1.42% 23
2022
Q3 		$452K Buy
+12,014
New +$452K 0.1% 80

Other funds holding PTLC

DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
HWA
HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return