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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
2026
Q2 		$3.3M Buy
+56,632
New +$3.2M 0.05% 344
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Global Retirement Partners's PTLC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026: 56,632 shares worth $3.3M. The stake represents 0.05% of the portfolio and ranks #344 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PTLC as recently as Q4 2025.

Global Retirement Partners first reported a position in PTLC in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.79M in Q4 2025. 247 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • Global Retirement Partners held 56,632 shares of Pacer Trendpilot US Large Cap ETF worth $3.3M as of Q2 2026.
  • Pacer Trendpilot US Large Cap ETF was a new Global Retirement Partners position in Q2 2026.
  • Pacer Trendpilot US Large Cap ETF made up 0.05% of Global Retirement Partners's portfolio in Q2 2026, its #344 holding.
  • Global Retirement Partners first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2020 and has held it in 20 quarters since.
  • Global Retirement Partners's Pacer Trendpilot US Large Cap ETF position peaked at $3.79M in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.