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 Q2	–	Sell	-101,891	Closed	-$5.35M	–	1392
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 -16,805	-58%	-$907K	0.12%	194
2024 Q3	$1.51M	Buy	28,757 +14,637	+104%	+$740K	0.24%	94
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 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

Golden State Equity Partners's PTLC Position: Q2 2026 in Review

Golden State Equity Partners sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026, closing a stake of 101,891 shares — an estimated $5.35M sold.

Golden State Equity Partners first reported a position in PTLC in Q4 2020 and held it in 16 quarters. The position peaked at $5.35M in Q1 2026. 247 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Golden State Equity Partners reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 101,891 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $5.35M.
Golden State Equity Partners first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2020 and held it in 16 quarters.
Golden State Equity Partners's Pacer Trendpilot US Large Cap ETF position peaked at $5.35M in Q1 2026.
247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.