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 Q2	–	Sell	-27,826	Closed	-$1.46M	–	1478
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 $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

Independent Advisor Alliance's PTLC Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026, closing a stake of 27,826 shares — an estimated $1.46M sold.

Independent Advisor Alliance first reported a position in PTLC in Q1 2017 and held it in 4 quarters. The position peaked at $9.93M in Q4 2019. 247 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Independent Advisor Alliance reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 27,826 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $1.46M.
Independent Advisor Alliance first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2017 and held it in 4 quarters.
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 Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.