GWP
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Gateway Wealth Partners’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Gateway Wealth Partners’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 		$312K Buy
+5,954
New +$330K 0.01% 750
2025
Q3 		– Sell
-4,661
Closed -$237K – 419
2025
Q2 		$237K Sell
4,661
-248
-5% -$12.1K 0.04% 316
2025
Q1 		$253K Sell
4,909
-184
-4% -$9.86K 0.06% 271
2024
Q4 		$272K Hold
5,093
– – 0.07% 240
2024
Q3 		$268K Buy
5,093
+148
+3% +$7.48K 0.07% 229
2024
Q2 		$246K Hold
4,945
– – 0.07% 229
2024
Q1 		$236K Sell
4,945
-571
-10% -$25.9K 0.08% 205
2023
Q4 		$239K Buy
5,516
+100
+2% +$4.12K 0.1% 186
2023
Q3 		$216K Buy
+5,416
New +$224K 0.04% 242

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SWA
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Raymond James Financial
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CIAS
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Cetera Investment Advisers
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UBS Group
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return