Independent Advisor Alliance’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Independent Advisor Alliance’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 Q1	$1.46M	Buy	+27,826	New	+$1.54M	0.02%	658
2025 Q1	–	Sell	-10,706	Closed	-$572K	–	1216
2024 Q4	$572K	Buy	+10,706	New	+$578K	0.01%	918
2020 Q1	–	Sell	-296,695	Closed	-$9.93M	–	740
2019 Q4	$9.93M	Buy	+296,695	New	+$9.56M	0.43%	50
2017 Q2	–	Sell	-77,576	Closed	-$1.95M	–	357
2017 Q1	$1.95M	Buy	+77,576	New	+$1.93M	0.31%	89

Other funds holding PTLC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independent Advisor Alliance's PTLC Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2026: 27,826 shares worth $1.46M. The stake represents 0.02% of the portfolio and ranks #658 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in PTLC as recently as Q4 2024.

Independent Advisor Alliance first reported a position in PTLC in Q1 2017 and has held it in 4 quarters since. The position peaked at $9.93M in Q4 2019. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

Independent Advisor Alliance held 27,826 shares of Pacer Trendpilot US Large Cap ETF worth $1.46M as of Q1 2026.
Pacer Trendpilot US Large Cap ETF was a new Independent Advisor Alliance position in Q1 2026.
Pacer Trendpilot US Large Cap ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #658 holding.
Independent Advisor Alliance first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2017 and has held it in 4 quarters since.
Independent Advisor Alliance's Pacer Trendpilot US Large Cap ETF position peaked at $9.93M in Q4 2019.
247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.