Forefront Wealth Partners’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Forefront Wealth Partners’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	$4.6M	Buy	79,039 +36,730	+87%	+$2.08M	1.43%	13
2026 Q1	$2.22M	Buy	42,309 +8,783	+26%	+$487K	0.93%	25
2025 Q4	$1.86M	Buy	33,526 +6,584	+24%	+$366K	0.88%	27
2025 Q3	$1.48M	Buy	+26,942	New	+$1.42M	0.37%	67
2025 Q2	–	Sell	-11,726	Closed	-$603K	–	122
2025 Q1	$603K	Buy	+11,726	New	+$629K	0.41%	56

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

Forefront Wealth Partners's PTLC Position: Q2 2026 in Review

Forefront Wealth Partners increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 87% in Q2 2026, buying an estimated $2.08M and bringing the position to 79,039 shares worth $4.6M. The position accounts for 1.43% of the portfolio, ranked #13.

Forefront Wealth Partners first reported a position in PTLC in Q1 2025 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Forefront Wealth Partners held 79,039 shares of Pacer Trendpilot US Large Cap ETF worth $4.6M as of Q2 2026.
Forefront Wealth Partners bought 36,730 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $2.08M.
Pacer Trendpilot US Large Cap ETF made up 1.43% of Forefront Wealth Partners's portfolio in Q2 2026, its #13 holding.
Forefront Wealth Partners first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2025 and has held it in 5 quarters since.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.