Focus Partners Advisor Solutions’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Focus Partners Advisor Solutions’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	$1.11M	Buy	18,982 +237	+1%	+$13.4K	0.01%	545
2026 Q1	$983K	Buy	18,745 +5,003	+36%	+$277K	0.01%	564
2025 Q4	$764K	Sell	13,742 -1,723	-11%	-$95.7K	0.01%	579
2025 Q3	$849K	Buy	15,465 +1,017	+7%	+$53.5K	0.01%	587
2025 Q2	$733K	Sell	14,448 -5,121	-26%	-$251K	0.01%	539
2025 Q1	$1.01M	Buy	19,569 +981	+5%	+$52.6K	0.02%	380
2024 Q4	$993K	Buy	+18,588	New	+$1M	0.02%	334

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

Focus Partners Advisor Solutions's PTLC Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 1.3% in Q2 2026, buying an estimated $13.4K and bringing the position to 18,982 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #545.

Focus Partners Advisor Solutions first reported a position in PTLC in Q4 2024 and has held it in 7 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Focus Partners Advisor Solutions held 18,982 shares of Pacer Trendpilot US Large Cap ETF worth $1.11M as of Q2 2026.
Focus Partners Advisor Solutions bought 237 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $13.4K.
Pacer Trendpilot US Large Cap ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #545 holding.
Focus Partners Advisor Solutions first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.