Henderson Brothers Financial Partners’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Henderson Brothers Financial 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	$4.16M	Sell	71,352 -62,895	-47%	-$3.56M	1.97%	12
2026 Q1	$7.04M	Buy	+134,247	New	+$7.44M	1.78%	14
2025 Q1	$3.39M	Buy	+61,078	New	+$3.27M	1.7%	16

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

Henderson Brothers Financial Partners's PTLC Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 47% in Q2 2026, selling an estimated $3.56M and leaving 71,352 shares worth $4.16M. The position accounts for 1.97% of the portfolio, ranked #12.

Henderson Brothers Financial Partners first reported a position in PTLC in Q1 2025 and has held it in 3 quarters since. The position peaked at $7.04M in Q1 2026. 245 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Henderson Brothers Financial Partners held 71,352 shares of Pacer Trendpilot US Large Cap ETF worth $4.16M as of Q2 2026.
Henderson Brothers Financial Partners sold 62,895 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $3.56M.
Pacer Trendpilot US Large Cap ETF made up 1.97% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #12 holding.
Henderson Brothers Financial Partners first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2025 and has held it in 3 quarters since.
Henderson Brothers Financial Partners's Pacer Trendpilot US Large Cap ETF position peaked at $7.04M in Q1 2026.
245 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.