IFS Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

IFS Group’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	–	Sell	-12,844	Closed	-$674K	–	123
2026 Q1	$674K	Buy	+12,844	New	+$712K	0.6%	45
2025 Q3	$720K	Buy	+13,097	New	+$689K	0.63%	46

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

IFS Group's PTLC Position: Q2 2026 in Review

IFS Group sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026, closing a stake of 12,844 shares — an estimated $674K sold.

IFS Group first reported a position in PTLC in Q3 2025 and held it in 2 quarters. The position peaked at $720K in Q3 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

IFS Group reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2026 after selling out during the quarter.
IFS Group sold 12,844 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $674K.
IFS Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2025 and held it in 2 quarters.
IFS Group's Pacer Trendpilot US Large Cap ETF position peaked at $720K in Q3 2025.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.