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Gaddis Premier Wealth Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Gaddis Premier Wealth Advisors’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
Q2 		$6.36M Buy
109,094
+3,440
+3% +$195K 3.86% 10
2026
Q1 		$5.54M Buy
105,654
+849
+0.8% +$47K 4.09% 8
2025
Q4 		$5.83M Buy
+104,805
New +$5.82M 4.42% 7

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gaddis Premier Wealth Advisors's PTLC Position: Q2 2026 in Review

Gaddis Premier Wealth Advisors increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 3.3% in Q2 2026, buying an estimated $195K and bringing the position to 109,094 shares worth $6.36M. The position accounts for 3.86% of the portfolio, ranked #10.

Gaddis Premier Wealth Advisors first reported a position in PTLC in Q4 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • Gaddis Premier Wealth Advisors held 109,094 shares of Pacer Trendpilot US Large Cap ETF worth $6.36M as of Q2 2026.
  • Gaddis Premier Wealth Advisors bought 3,440 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $195K.
  • Pacer Trendpilot US Large Cap ETF made up 3.86% of Gaddis Premier Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Gaddis Premier Wealth Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.