BFC Planning, Inc.’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

BFC Planning, Inc.’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 Q3	$1.35M	Buy	22,705 +42	+0.2%	+$2.49K	0.05%	323
2026 Q2	$1.32M	Buy	22,663 +22	+0.1%	+$1.24K	0.05%	330
2026 Q1	$1.19M	Buy	22,641 +70	+0.3%	+$3.88K	0.05%	327
2025 Q4	$1.25M	Sell	22,571 -4,375	-16%	-$243K	0.06%	312
2025 Q3	$1.48M	Sell	26,946 -48	-0.2%	-$2.53K	0.11%	173
2025 Q2	$1.37M	Buy	26,994 +1,070	+4%	+$52.3K	0.11%	175
2025 Q1	$1.33M	Sell	25,924 -47	-0.2%	-$2.52K	0.12%	168
2024 Q4	$1.39M	Sell	25,971 -527	-2%	-$28.4K	0.12%	161
2024 Q3	$1.39M	Buy	+26,498	New	+$1.34M	0.12%	160

Other funds holding PTLC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

SFMG Wealth Advisors Plano, Texas $1.66B AUM 20.35% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BFC Planning, Inc.'s PTLC Position: Q3 2026 in Review

BFC Planning, Inc. increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 0.19% in Q3 2026, buying an estimated $2.49K and bringing the position to 22,705 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #323.

BFC Planning, Inc. first reported a position in PTLC in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.48M in Q3 2025. 224 funds tracked by Wall St. Rank hold PTLC as of Q3 2026.

BFC Planning, Inc. held 22,705 shares of Pacer Trendpilot US Large Cap ETF worth $1.35M as of Q3 2026.
BFC Planning, Inc. bought 42 Pacer Trendpilot US Large Cap ETF shares in Q3 2026, an estimated $2.49K.
Pacer Trendpilot US Large Cap ETF made up 0.05% of BFC Planning, Inc.'s portfolio in Q3 2026, its #323 holding.
BFC Planning, Inc. first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Pacer Trendpilot US Large Cap ETF position peaked at $1.48M in Q3 2025.
224 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.