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Global Retirement Partners’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Global Retirement 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
2025
Q4 		$3.79M Buy
68,266
+3,191
+5% +$177K 0.07% 265
2025
Q3 		$3.56M Buy
65,075
+3,099
+5% +$163K 0.08% 226
2025
Q2 		$3.15M Buy
+61,976
New +$3.03M 0.08% 233
2024
Q4 		$2.8M Sell
52,345
-4,107
-7% -$222K 0.08% 238
2024
Q3 		$2.97M Buy
56,452
+840
+2% +$42.5K 0.09% 212
2024
Q2 		$2.77M Buy
55,612
+6,283
+13% +$300K 0.09% 215
2024
Q1 		$2.35M Buy
49,329
+4,245
+9% +$192K 0.09% 225
2023
Q4 		$1.95M Buy
45,084
+1,919
+4% +$79K 0.08% 226
2023
Q3 		$1.71M Sell
43,165
-11,670
-21% -$484K 0.09% 213
2023
Q2 		$2.26M Sell
54,835
-24
-0% -$936 0.11% 174
2023
Q1 		$2.08M Buy
54,859
+1,650
+3% +$61.5K 0.11% 184
2022
Q4 		$1.99M Buy
53,209
+1,021
+2% +$38.6K 0.14% 155
2022
Q3 		$1.97M Sell
52,188
-327
-0.6% -$12.3K 0.15% 147
2022
Q2 		$1.97M Buy
52,515
+454
+0.9% +$17.1K 0.16% 145
2022
Q1 		$1.95M Buy
+52,061
New +$2.03M 0.15% 145
2021
Q4 		– Sell
-35,766
Closed -$1.35M – 1395
2021
Q3 		$1.35M Buy
35,766
+4,992
+16% +$193K 0.13% 158
2021
Q2 		$1.16M Buy
30,774
+2,661
+9% +$97.3K 0.12% 172
2021
Q1 		$977K Buy
28,113
+4,589
+20% +$155K 0.11% 165
2020
Q4 		$770K Buy
+23,524
New +$734K 0.1% 187

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
AF
Align Financial Hermantown, Minnesota $176M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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
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 $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Retirement Partners's PTLC Position: Q4 2025 in Review

Global Retirement Partners increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 4.9% in Q4 2025, buying an estimated $177K and bringing the position to 68,266 shares worth $3.79M. The position accounts for 0.07% of the portfolio, ranked #265.

Global Retirement Partners first reported a position in PTLC in Q4 2020 and has held it in 19 quarters since. 250 funds tracked by Wall St. Rank hold PTLC as of Q4 2025.

  • Global Retirement Partners held 68,266 shares of Pacer Trendpilot US Large Cap ETF worth $3.79M as of Q4 2025.
  • Global Retirement Partners bought 3,191 Pacer Trendpilot US Large Cap ETF shares in Q4 2025, an estimated $177K.
  • Pacer Trendpilot US Large Cap ETF made up 0.07% of Global Retirement Partners's portfolio in Q4 2025, its #265 holding.
  • Global Retirement Partners first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2020 and has held it in 19 quarters since.
  • 250 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.