HBW Advisory Services’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

HBW Advisory Services’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	$359K	Sell	6,170 -273	-4%	-$15.4K	0.03%	352
2026 Q1	$338K	Buy	6,443 +725	+13%	+$40.2K	0.04%	341
2025 Q4	$318K	Buy	5,718 +245	+4%	+$13.6K	0.03%	342
2025 Q3	$300K	Sell	5,473 -2,514	-31%	-$132K	0.03%	344
2025 Q2	$405K	Buy	+7,987	New	+$391K	0.05%	270

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

HBW Advisory Services's PTLC Position: Q2 2026 in Review

HBW Advisory Services reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 4.2% in Q2 2026, selling an estimated $15.4K and leaving 6,170 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #352.

HBW Advisory Services first reported a position in PTLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $405K in Q2 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

HBW Advisory Services held 6,170 shares of Pacer Trendpilot US Large Cap ETF worth $359K as of Q2 2026.
HBW Advisory Services sold 273 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $15.4K.
Pacer Trendpilot US Large Cap ETF made up 0.03% of HBW Advisory Services's portfolio in Q2 2026, its #352 holding.
HBW Advisory Services first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
HBW Advisory Services's Pacer Trendpilot US Large Cap ETF position peaked at $405K in Q2 2025.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.