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IFP Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

IFP Advisors’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 		$1.83M Buy
31,336
+1,546
+5% +$87.5K 0.03% 518
2026
Q1 		$1.56M Buy
29,790
+753
+3% +$41.7K 0.03% 536
2025
Q4 		$1.61M Buy
29,037
+49
+0.2% +$2.72K 0.04% 480
2025
Q3 		$1.59M Buy
28,988
+1,184
+4% +$62.3K 0.04% 438
2025
Q2 		$1.41M Buy
27,804
+22,254
+401% +$1.09M 0.04% 461
2025
Q1 		$286K Buy
5,550
+2,336
+73% +$125K 0.01% 1002
2024
Q4 		$172K Buy
3,214
+620
+24% +$33.4K 0.01% 1196
2024
Q3 		$136K Buy
2,594
+1,038
+67% +$52.5K ﹤0.01% 1277
2024
Q2 		$77.4K Hold
1,556
– – ﹤0.01% 1474
2024
Q1 		$74.3K Sell
1,556
-100
-6% -$4.53K ﹤0.01% 1420
2023
Q4 		$71.7K Sell
1,656
-560
-25% -$23.1K ﹤0.01% 1389
2023
Q3 		$88.6K Sell
2,216
-940
-30% -$39K ﹤0.01% 1314
2023
Q2 		$130K Hold
3,156
– – 0.01% 1201
2023
Q1 		$92.9K Sell
3,156
-700
-18% -$26.1K ﹤0.01% 1287
2022
Q4 		$115K Hold
3,856
– – ﹤0.01% 1672
2022
Q3 		$115K Hold
3,856
– – ﹤0.01% 1761
2022
Q2 		$115K Hold
3,856
– – ﹤0.01% 1599
2022
Q1 		$115K Buy
3,856
+44
+1% +$1.71K ﹤0.01% 1599
2021
Q4 		$158K Sell
3,812
-2,923
-43% -$118K ﹤0.01% 1064
2021
Q3 		$254K Sell
6,735
-1,650
-20% -$63.9K 0.01% 838
2021
Q2 		$315K Buy
8,385
+4,025
+92% +$147K 0.01% 704
2021
Q1 		$150K Sell
4,360
-2,775
-39% -$93.6K ﹤0.01% 978
2020
Q4 		$233K Buy
7,135
+2,623
+58% +$81.9K 0.01% 742
2020
Q3 		$133K Hold
4,512
– – 0.01% 861
2020
Q2 		$121K Sell
4,512
-595
-12% -$16.1K 0.01% 855
2020
Q1 		$139K Sell
5,107
-20,570
-80% -$657K 0.01% 707
2019
Q4 		$858K Sell
25,677
-4,067
-14% -$131K 0.06% 317
2019
Q3 		$919K Buy
+29,744
New +$917K 0.06% 322
2019
Q1 		$59K Sell
2,010
-106,151
-98% -$3.07M 0.01% 898
2018
Q4 		$3.11M Buy
108,161
+54,082
+100% +$1.59M 0.19% 125
2018
Q3 		$1.7M Buy
54,079
+9,123
+20% +$280K 0.07% 292
2018
Q2 		$1.32M Buy
44,956
+15,756
+54% +$458K 0.06% 339
2018
Q1 		$836K Hold
29,200
– – 0.04% 449
2017
Q4 		$836K Sell
29,200
-5,000
-15% -$140K 0.04% 450
2017
Q3 		$928K Hold
34,200
– – 0.04% 463
2017
Q2 		$889K Hold
34,200
– – 0.04% 465
2017
Q1 		$865K Buy
34,200
+700
+2% +$17.4K 0.04% 468
2016
Q4 		$798K Buy
33,500
+200
+0.6% +$4.68K 0.04% 452
2016
Q3 		$772K Buy
33,300
+2,300
+7% +$53K 0.04% 429
2016
Q2 		$693K Buy
31,000
+28,990
+1,442% +$638K 0.04% 449
2016
Q1 		$59K Buy
+2,010
New +$43.7K 0.01% 898

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors's PTLC Position: Q2 2026 in Review

IFP Advisors increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 5.2% in Q2 2026, buying an estimated $87.5K and bringing the position to 31,336 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #518.

IFP Advisors first reported a position in PTLC in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.11M in Q4 2018. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • IFP Advisors held 31,336 shares of Pacer Trendpilot US Large Cap ETF worth $1.83M as of Q2 2026.
  • IFP Advisors bought 1,546 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $87.5K.
  • Pacer Trendpilot US Large Cap ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #518 holding.
  • IFP Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2016 and has held it in 41 quarters since.
  • IFP Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $3.11M in Q4 2018.
  • 246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.