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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Founders Financial Securities's PTLC Position: Q1 2026 in Review

Founders Financial Securities sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2026, closing a stake of 6,141 shares — an estimated $341K sold.

Founders Financial Securities first reported a position in PTLC in Q3 2020 and held it in 6 quarters. The position peaked at $457K in Q3 2020. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

Founders Financial Securities reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2026 after selling out during the quarter.
Founders Financial Securities sold 6,141 Pacer Trendpilot US Large Cap ETF shares in Q1 2026, an estimated $341K.
Founders Financial Securities first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2020 and held it in 6 quarters.
Founders Financial Securities's Pacer Trendpilot US Large Cap ETF position peaked at $457K in Q3 2020.
247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.