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

Holland 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
2025
Q2 		– Sell
-65,994
Closed -$3.4M – 46
2025
Q1 		$3.4M Sell
65,994
-176
-0.3% -$9.44K 5.15% 4
2024
Q4 		$3.54M Buy
66,170
+5,166
+8% +$279K 4.62% 5
2024
Q3 		$3.21M Buy
61,004
+19,170
+46% +$969K 4.19% 5
2024
Q2 		$2.08M Buy
+41,834
New +$2M 2.57% 6

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Holland Advisory Services's PTLC Position: Q2 2025 in Review

Holland Advisory Services sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2025, closing a stake of 65,994 shares — an estimated $3.4M sold.

Holland Advisory Services first reported a position in PTLC in Q2 2024 and held it in 4 quarters. The position peaked at $3.54M in Q4 2024. 235 funds tracked by Wall St. Rank hold PTLC as of Q2 2025.

  • Holland Advisory Services reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Holland Advisory Services sold 65,994 Pacer Trendpilot US Large Cap ETF shares in Q2 2025, an estimated $3.4M.
  • Holland Advisory Services first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2024 and held it in 4 quarters.
  • Holland Advisory Services's Pacer Trendpilot US Large Cap ETF position peaked at $3.54M in Q4 2024.
  • 235 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2025.

Based on Holland Advisory Services's 13F filing for Q2 2025, filed 16 Jul 2025.