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Freedom Investment Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Freedom Investment Management’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
-22,070
Closed -$1.12M – 544
2025
Q2 		$1.12M Buy
22,070
+1,126
+5% +$55.1K 0.09% 215
2025
Q1 		$1.08M Buy
20,944
+3,315
+19% +$178K 0.09% 212
2024
Q4 		$942K Sell
17,629
-1,479
-8% -$79.8K 0.08% 250
2024
Q3 		$1M Buy
19,108
+3,044
+19% +$154K 0.08% 240
2024
Q2 		$799K Buy
16,064
+7,472
+87% +$357K 0.07% 293
2024
Q1 		$410K Sell
8,592
-72
-0.8% -$3.27K 0.03% 495
2023
Q4 		$375K Buy
8,664
+665
+8% +$27.4K 0.03% 518
2023
Q3 		$320K Sell
7,999
-1,981
-20% -$82.1K 0.04% 480
2023
Q2 		$412K Sell
9,980
-287
-3% -$11.2K 0.05% 453
2023
Q1 		$391K Sell
10,267
-127
-1% -$4.74K 0.04% 477
2022
Q4 		$390K Sell
10,394
-13,150
-56% -$497K 0.04% 501
2022
Q3 		$887K Buy
23,544
+4,019
+21% +$151K 0.1% 266
2022
Q2 		$733K Buy
19,525
+2,298
+13% +$86.6K 0.08% 325
2022
Q1 		$669K Buy
17,227
+2,421
+16% +$94.3K 0.06% 393
2021
Q4 		$615K Buy
14,806
+650
+5% +$26.2K 0.05% 474
2021
Q3 		$534K Sell
14,156
-657
-4% -$25.4K 0.04% 487
2021
Q2 		$557K Sell
14,813
-1,246
-8% -$45.6K 0.04% 508
2021
Q1 		$558K Buy
+16,059
New +$542K 0.04% 487

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Freedom Investment Management's PTLC Position: Q3 2025 in Review

Freedom Investment Management sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2025, closing a stake of 22,070 shares — an estimated $1.12M sold.

Freedom Investment Management first reported a position in PTLC in Q1 2021 and held it in 18 quarters. The position peaked at $1.12M in Q2 2025. 233 funds tracked by Wall St. Rank hold PTLC as of Q3 2025.

  • Freedom Investment Management reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 22,070 Pacer Trendpilot US Large Cap ETF shares in Q3 2025, an estimated $1.12M.
  • Freedom Investment Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2021 and held it in 18 quarters.
  • Freedom Investment Management's Pacer Trendpilot US Large Cap ETF position peaked at $1.12M in Q2 2025.
  • 233 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.