IWM
PTLC icon

IHT Wealth Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

IHT Wealth Management’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 		$363K Sell
6,222
-2,270
-27% -$128K 0.01% 949
2026
Q1 		$446K Sell
8,492
-688
-7% -$38.1K 0.01% 865
2025
Q4 		$510K Hold
9,180
– – 0.01% 759
2025
Q3 		$503K Hold
9,180
– – 0.01% 740
2025
Q2 		$466K Sell
9,180
-790
-8% -$38.6K 0.01% 727
2025
Q1 		$513K Sell
9,970
-5
-0.1% -$268 0.02% 662
2024
Q4 		$533K Sell
9,975
-3,192
-24% -$172K 0.02% 662
2024
Q3 		$691K Sell
13,167
-10,776
-45% -$545K 0.02% 613
2024
Q2 		$1.19M Sell
23,943
-2,257
-9% -$108K 0.04% 377
2024
Q1 		$1.25M Buy
26,200
+8,520
+48% +$386K 0.05% 360
2023
Q4 		$765K Buy
17,680
+11,856
+204% +$488K 0.03% 466
2023
Q3 		$233K Buy
5,824
+125
+2% +$5.18K 0.01% 825
2023
Q2 		$235K Hold
5,699
– – 0.01% 812
2023
Q1 		$217K Sell
5,699
-1,000
-15% -$37.3K 0.01% 822
2022
Q4 		$251K Buy
6,699
+36
+0.5% +$1.36K 0.02% 728
2022
Q3 		$251K Buy
+6,663
New +$251K 0.02% 688
2021
Q3 		– Sell
-5,559
Closed -$209K – 935
2021
Q2 		$209K Sell
5,559
-520
-9% -$19K 0.01% 857
2021
Q1 		$211K Sell
6,079
-600
-9% -$20.2K 0.02% 754
2020
Q4 		$219K Buy
+6,679
New +$209K 0.02% 664
2020
Q2 		– Sell
-28,765
Closed -$777K – 626
2020
Q1 		$777K Sell
28,765
-2,819
-9% -$90.1K 0.11% 197
2019
Q4 		$1.06M Buy
31,584
+4,253
+16% +$137K 0.13% 185
2019
Q3 		$852K Sell
27,331
-9,119
-25% -$281K 0.12% 208
2019
Q2 		$1.11M Sell
36,450
-2,654
-7% -$79.5K 0.16% 145
2019
Q1 		$1.15M Buy
39,104
+26,170
+202% +$756K 0.19% 131
2018
Q4 		$372K Buy
+12,934
New +$380K 0.07% 291

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

IHT Wealth Management's PTLC Position: Q2 2026 in Review

IHT Wealth Management reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 27% in Q2 2026, selling an estimated $128K and leaving 6,222 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #949.

IHT Wealth Management first reported a position in PTLC in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.25M in Q1 2024. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • IHT Wealth Management held 6,222 shares of Pacer Trendpilot US Large Cap ETF worth $363K as of Q2 2026.
  • IHT Wealth Management sold 2,270 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $128K.
  • Pacer Trendpilot US Large Cap ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #949 holding.
  • IHT Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2018 and has held it in 25 quarters since.
  • IHT Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $1.25M in Q1 2024.
  • 246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.