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Golden State Equity Partners’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Golden State Equity 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
Q1 		$5.35M Buy
+101,891
New +$5.65M 0.4% 40
2025
Q3 		– Sell
-23,011
Closed -$1.17M – 473
2025
Q2 		$1.17M Buy
23,011
+11,866
+106% +$580K 0.22% 111
2025
Q1 		$573K Sell
11,145
-807
-7% -$43.3K 0.11% 219
2024
Q4 		$639K Sell
11,952
-3,837
-24% -$207K 0.12% 194
2024
Q3 		$830K Buy
15,789
+1,669
+12% +$84.4K 0.44% 44
2024
Q2 		$703K Buy
+14,120
New +$674K 0.15% 159
2023
Q4 		$716K Sell
16,557
-8,171
-33% -$336K 0.17% 133
2023
Q3 		$988K Buy
24,728
+17,129
+225% +$710K 0.28% 97
2023
Q2 		$314K Sell
7,599
-2,676
-26% -$104K 0.09% 257
2023
Q1 		$391K Buy
+10,275
New +$383K 0.21% 119
2022
Q1 		$790K Sell
20,348
-9,221
-31% -$359K 0.4% 71
2021
Q4 		$1.23M Buy
29,569
+1,799
+6% +$72.6K 0.62% 40
2021
Q3 		$1.05M Sell
27,770
-945
-3% -$36.6K 0.43% 56
2021
Q2 		$1.08M Buy
28,715
+2,324
+9% +$85K 0.42% 58
2021
Q1 		$917K Buy
26,391
+19,273
+271% +$650K 0.52% 56
2020
Q4 		$232K Buy
+7,118
New +$222K 0.16% 148

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Golden State Equity Partners's PTLC Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2026: 101,891 shares worth $5.35M. The stake represents 0.4% of the portfolio and ranks #40 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in PTLC as recently as Q2 2025.

Golden State Equity Partners first reported a position in PTLC in Q4 2020 and has held it in 16 quarters since. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

  • Golden State Equity Partners held 101,891 shares of Pacer Trendpilot US Large Cap ETF worth $5.35M as of Q1 2026.
  • Pacer Trendpilot US Large Cap ETF was a new Golden State Equity Partners position in Q1 2026.
  • Pacer Trendpilot US Large Cap ETF made up 0.4% of Golden State Equity Partners's portfolio in Q1 2026, its #40 holding.
  • Golden State Equity Partners first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2020 and has held it in 16 quarters since.
  • 247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.