FFS
PTLC icon

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

Founders Financial Securities’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
Q1 		– Sell
-6,141
Closed -$341K – 576
2025
Q4 		$341K Buy
+6,141
New +$341K 0.02% 452
2024
Q1 		– Sell
-9,156
Closed -$396K – 410
2023
Q4 		$396K Buy
+9,156
New +$377K 0.04% 278
2021
Q3 		– Sell
-11,880
Closed -$447K – 289
2021
Q2 		$447K Sell
11,880
-613
-5% -$22.4K 0.09% 186
2021
Q1 		$434K Sell
12,493
-85
-0.7% -$2.87K 0.1% 163
2020
Q4 		$412K Sell
12,578
-2,900
-19% -$90.5K 0.1% 142
2020
Q3 		$457K Buy
+15,478
New +$451K 0.15% 99

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.45B AUM 15.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return