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 Q3	$951K	Buy	15,974 +315	+2%	+$18.7K	0.02%	705
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

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Independent Financial Group's PTLC Position: Q3 2026 in Review

Independent Financial Group increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 2% in Q3 2026, buying an estimated $18.7K and bringing the position to 15,974 shares worth $951K. The position accounts for 0.02% of the portfolio, ranked #705.

Independent Financial Group first reported a position in PTLC in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2025. 17 funds tracked by Wall St. Rank hold PTLC as of Q3 2026.

Independent Financial Group held 15,974 shares of Pacer Trendpilot US Large Cap ETF worth $951K as of Q3 2026.
Independent Financial Group bought 315 Pacer Trendpilot US Large Cap ETF shares in Q3 2026, an estimated $18.7K.
Pacer Trendpilot US Large Cap ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #705 holding.
Independent Financial Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2024 and has held it in 10 quarters since.
Independent Financial Group's Pacer Trendpilot US Large Cap ETF position peaked at $1.19M in Q4 2025.
17 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.