FEG
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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
Q3 		$8.93M Sell
147,102
-1,570
-1% -$93K 1.03% 33
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 1.03% 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

BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Financial Enhancement Group's PTLC Position: Q3 2026 in Review

Financial Enhancement Group reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 1.1% in Q3 2026, selling an estimated $93K and leaving 147,102 shares worth $8.93M. The position accounts for 1.03% of the portfolio, ranked #33.

Financial Enhancement Group first reported a position in PTLC in Q3 2022 and has held it in 17 quarters since. The position peaked at $13M in Q1 2025. 18 funds tracked by Wall St. Rank hold PTLC as of Q3 2026.

  • Financial Enhancement Group held 147,102 shares of Pacer Trendpilot US Large Cap ETF worth $8.93M as of Q3 2026.
  • Financial Enhancement Group sold 1,570 Pacer Trendpilot US Large Cap ETF shares in Q3 2026, an estimated $93K.
  • Pacer Trendpilot US Large Cap ETF made up 1.03% of Financial Enhancement Group's portfolio in Q3 2026, its #33 holding.
  • Financial Enhancement Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2022 and has held it in 17 quarters since.
  • Financial Enhancement Group's Pacer Trendpilot US Large Cap ETF position peaked at $13M in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.