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Global Financial Private Client’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-582
Closed -$29.9K – 1262
2025
Q1 		$29.9K Hold
582
– – 0.01% 392
2024
Q4 		$31.1K Hold
582
– – 0.01% 367
2024
Q3 		$30.6K Hold
582
– – 0.01% 371
2024
Q2 		$29K Hold
582
– – 0.01% 357
2024
Q1 		$27.7K Hold
582
– – 0.01% 362
2023
Q4 		$25.2K Hold
582
– – 0.01% 369
2023
Q3 		$23.2K Hold
582
– – 0.01% 361
2023
Q2 		$24.1K Hold
582
– – 0.01% 358
2023
Q1 		$22.2K Hold
582
– – 0.01% 360
2022
Q4 		$21.8K Hold
582
– – 0.01% 352
2022
Q3 		$21.9K Sell
582
-66
-10% -$2.48K 0.01% 345
2022
Q2 		$24.3K Hold
648
– – 0.01% 327
2022
Q1 		$25.3K Sell
648
-6,869
-91% -$268K 0.01% 330
2021
Q4 		$312K Buy
7,517
+115
+2% +$4.64K 0.15% 120
2021
Q3 		$282K Buy
7,402
+414
+6% +$16K 0.15% 118
2021
Q2 		$264K Sell
6,988
-484
-6% -$17.7K 0.15% 116
2021
Q1 		$262K Buy
7,472
+350
+5% +$11.8K 0.19% 99
2020
Q4 		$233K Buy
7,122
+808
+13% +$25.2K 0.19% 95
2020
Q3 		$187K Sell
6,314
-405
-6% -$11.8K 0.16% 100
2020
Q2 		$183K Buy
6,719
+694
+12% +$18.8K 0.16% 112
2020
Q1 		$163K Buy
6,025
+143
+2% +$4.57K 0.17% 110
2019
Q4 		$197K Buy
+5,882
New +$189K 0.16% 111

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Global Financial Private Client's PTLC Position: Q2 2025 in Review

Global Financial Private Client sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2025, closing a stake of 582 shares — an estimated $29.9K sold.

Global Financial Private Client first reported a position in PTLC in Q4 2019 and held it in 22 quarters. The position peaked at $312K in Q4 2021. 235 funds tracked by Wall St. Rank hold PTLC as of Q2 2025.

  • Global Financial Private Client reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 582 Pacer Trendpilot US Large Cap ETF shares in Q2 2025, an estimated $29.9K.
  • Global Financial Private Client first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's Pacer Trendpilot US Large Cap ETF position peaked at $312K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.