Gladstone Institutional Advisory’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Gladstone Institutional Advisory’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	$542K	Hold	9,298	–	–	0.02%	564
2026 Q1	$488K	Buy	9,298 +8	+0.1%	+$443	0.02%	543
2025 Q4	$516K	Sell	9,290 -55	-0.6%	-$3.06K	0.02%	494
2025 Q3	$512K	Hold	9,345	–	–	0.02%	513
2025 Q2	$474K	Sell	9,345 -40	-0.4%	-$1.96K	0.02%	509
2025 Q1	$483K	Buy	9,385 +168	+2%	+$9.01K	0.02%	476
2024 Q4	$493K	Buy	9,217 +65	+0.7%	+$3.51K	0.02%	476
2024 Q3	$481K	Buy	9,152 +195	+2%	+$9.86K	0.02%	459
2024 Q2	$446K	Buy	8,957 +2	+0%	+$95	0.02%	447
2024 Q1	$427K	Buy	8,955 +666	+8%	+$30.2K	0.02%	452
2023 Q4	$359K	Hold	8,289	–	–	0.02%	488
2023 Q3	$331K	Buy	8,289 +5	+0.1%	+$207	0.02%	472
2023 Q2	$342K	Buy	8,284 +117	+1%	+$4.56K	0.02%	490
2023 Q1	$311K	Buy	+8,167	New	+$305K	0.02%	509

Other funds holding PTLC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gladstone Institutional Advisory's PTLC Position: Q2 2026 in Review

Gladstone Institutional Advisory held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 9,298 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #564.

Gladstone Institutional Advisory first reported a position in PTLC in Q1 2023 and has held it in 14 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Gladstone Institutional Advisory held 9,298 shares of Pacer Trendpilot US Large Cap ETF worth $542K as of Q2 2026.
Gladstone Institutional Advisory left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #564 holding.
Gladstone Institutional Advisory first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2023 and has held it in 14 quarters since.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.