Gimbal Financial’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Gimbal Financial’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	$907K	Buy	15,250 +4,018	+36%	+$238K	0.53%	24
2026 Q2	$654K	Buy	+11,232	New	+$636K	0.4%	24
2025 Q3	$2.72M	Sell	49,660 -743	-1%	-$39.1K	1.63%	12
2025 Q2	$2.56M	Sell	50,403 -29,487	-37%	-$1.44M	1.57%	11
2025 Q1	$4.11M	Buy	79,890 +9,863	+14%	+$529K	3.71%	7
2024 Q4	$3.74M	Buy	70,027 +556	+0.8%	+$30K	3.06%	11
2024 Q3	$3.69M	Buy	69,471 +5,213	+8%	+$263K	2.39%	12
2024 Q2	$3.27M	Buy	64,258 +6,025	+10%	+$288K	2.41%	10
2024 Q1	$2.78M	Buy	58,233 +19,442	+50%	+$882K	2.27%	10
2023 Q4	$1.68M	Buy	+38,791	New	+$1.6M	1.68%	10

Other funds holding PTLC

LPL Financial San Diego, California $468B AUM 17.69% 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

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

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

Gimbal Financial's PTLC Position: Q3 2026 in Review

Gimbal Financial increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 36% in Q3 2026, buying an estimated $238K and bringing the position to 15,250 shares worth $907K. The position accounts for 0.53% of the portfolio, ranked #24.

Gimbal Financial first reported a position in PTLC in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.11M in Q1 2025. 189 funds tracked by Wall St. Rank hold PTLC as of Q3 2026.

Gimbal Financial held 15,250 shares of Pacer Trendpilot US Large Cap ETF worth $907K as of Q3 2026.
Gimbal Financial bought 4,018 Pacer Trendpilot US Large Cap ETF shares in Q3 2026, an estimated $238K.
Pacer Trendpilot US Large Cap ETF made up 0.53% of Gimbal Financial's portfolio in Q3 2026, its #24 holding.
Gimbal Financial first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2023 and has held it in 10 quarters since.
Gimbal Financial's Pacer Trendpilot US Large Cap ETF position peaked at $4.11M in Q1 2025.
189 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2026.

Based on Gimbal Financial's 13F filing for Q3 2026, filed 19 Oct 2026.