Founders Financial Alliance’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Founders Financial Alliance’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	–	Sell	-603	Closed	-$30.6K	–	721
2025 Q2	$30.6K	Hold	603	–	–	0.01%	415
2025 Q1	$31K	Buy	603 +4	+0.7%	+$214	0.01%	472
2024 Q4	$32K	Hold	599	–	–	0.01%	415
2024 Q3	$31.5K	Hold	599	–	–	0.01%	421
2024 Q2	$29.8K	Sell	599 -350	-37%	-$16.7K	0.01%	410
2024 Q1	$45.3K	Buy	949 +11	+1%	+$499	0.01%	386
2023 Q4	$40.6K	Hold	938	–	–	0.02%	355
2023 Q3	$37.5K	Hold	938	–	–	0.02%	340
2023 Q2	$38.7K	Hold	938	–	–	0.02%	365
2023 Q1	$35.7K	Hold	938	–	–	0.02%	330
2022 Q4	$35.2K	Buy	938 +12	+1%	+$453	0.02%	352
2022 Q3	$35K	Hold	926	–	–	0.02%	350
2022 Q2	$35K	Buy	+926	New	+$34.9K	0.02%	371
2020 Q4	–	Sell	-910	Closed	-$27K	–	1043
2020 Q3	$27K	Buy	+910	New	+$26.5K	0.02%	505

Other funds holding PTLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Founders Financial Alliance's PTLC Position: Q3 2025 in Review

Founders Financial Alliance sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2025, closing a stake of 603 shares — an estimated $30.6K sold.

Founders Financial Alliance first reported a position in PTLC in Q3 2020 and held it in 14 quarters. The position peaked at $45.3K in Q1 2024. 233 funds tracked by Wall St. Rank hold PTLC as of Q3 2025.

Founders Financial Alliance reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2025 after selling out during the quarter.
Founders Financial Alliance sold 603 Pacer Trendpilot US Large Cap ETF shares in Q3 2025, an estimated $30.6K.
Founders Financial Alliance first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2020 and held it in 14 quarters.
Founders Financial Alliance's Pacer Trendpilot US Large Cap ETF position peaked at $45.3K in Q1 2024.
233 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2025.

Based on Founders Financial Alliance's 13F filing for Q3 2025, filed 7 Nov 2025.