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

Independent Financial 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	$912K	Sell	15,659 -3,868	-20%	-$219K	0.02%	730
2026 Q1	$1.02M	Sell	19,527 -1,875	-9%	-$104K	0.02%	621
2025 Q4	$1.19M	Buy	21,402 +1,707	+9%	+$94.8K	0.03%	558
2025 Q3	$1.08M	Sell	19,695 -1,319	-6%	-$69.4K	0.03%	576
2025 Q2	$1.07M	Buy	21,014 +7,303	+53%	+$357K	0.03%	521
2025 Q1	$705K	Buy	13,711 +2,801	+26%	+$150K	0.02%	584
2024 Q4	$583K	Buy	10,910 +3,914	+56%	+$211K	0.02%	645
2024 Q3	$368K	Buy	6,996 +1,720	+33%	+$86.9K	0.01%	783
2024 Q2	$263K	Buy	+5,276	New	+$252K	0.01%	891

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 Financial Group's PTLC Position: Q2 2026 in Review

Independent Financial Group reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 20% in Q2 2026, selling an estimated $219K and leaving 15,659 shares worth $912K. The position accounts for 0.02% of the portfolio, ranked #730.

Independent Financial Group first reported a position in PTLC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q4 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Independent Financial Group held 15,659 shares of Pacer Trendpilot US Large Cap ETF worth $912K as of Q2 2026.
Independent Financial Group sold 3,868 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $219K.
Pacer Trendpilot US Large Cap ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #730 holding.
Independent Financial Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2024 and has held it in 9 quarters since.
Independent Financial Group's Pacer Trendpilot US Large Cap ETF position peaked at $1.19M in Q4 2025.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.