Grandview Asset Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Grandview Asset Management’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	$204K	Buy	+3,500	New	+$198K	0.05%	145

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

Grandview Asset Management's PTLC Position: Q2 2026 in Review

Grandview Asset Management opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026: 3,500 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings.

246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Grandview Asset Management held 3,500 shares of Pacer Trendpilot US Large Cap ETF worth $204K as of Q2 2026.
Pacer Trendpilot US Large Cap ETF was a new Grandview Asset Management position in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up 0.05% of Grandview Asset Management's portfolio in Q2 2026, its #145 holding.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.