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

IFG Advisory’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	$70.4K	Buy	+1,208	New	+$68.4K	﹤0.01%	1215
2020 Q2	–	Sell	-60,474	Closed	-$1.63M	–	394
2020 Q1	$1.63M	Buy	60,474 +16,255	+37%	+$519K	0.36%	70
2019 Q4	$1.48M	Buy	44,219 +4,856	+12%	+$156K	0.27%	96
2019 Q3	$1.22M	Buy	39,363 +9,134	+30%	+$282K	0.24%	107
2019 Q2	$925K	Buy	30,229 +6,148	+26%	+$184K	0.16%	131
2019 Q1	$707K	Buy	24,081 +11,462	+91%	+$331K	0.14%	147
2018 Q4	$363K	Sell	12,619 -5,583	-31%	-$164K	0.09%	223
2018 Q3	$572K	Buy	18,202 +3,056	+20%	+$93.9K	0.11%	186
2018 Q2	$443K	Buy	15,146 +2,137	+16%	+$62.1K	0.09%	213
2018 Q1	$368K	Buy	+13,009	New	+$381K	0.08%	231

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

IFG Advisory's PTLC Position: Q2 2026 in Review

IFG Advisory opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026: 1,208 shares worth $70.4K. The stake represents ﹤0.01% of the portfolio and ranks #1215 among its holdings. This is a return to the name: IFG Advisory previously reported a position in PTLC as recently as Q1 2020.

IFG Advisory first reported a position in PTLC in Q1 2018 and has held it in 10 quarters since. The position peaked at $1.63M in Q1 2020. 247 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

IFG Advisory held 1,208 shares of Pacer Trendpilot US Large Cap ETF worth $70.4K as of Q2 2026.
Pacer Trendpilot US Large Cap ETF was a new IFG Advisory position in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1215 holding.
IFG Advisory first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2018 and has held it in 10 quarters since.
IFG Advisory's Pacer Trendpilot US Large Cap ETF position peaked at $1.63M in Q1 2020.
247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.