Independent Wealth Network’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Independent Wealth Network’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	–	Sell	-4,355	Closed	-$242K	–	338
2025 Q4	$242K	Sell	4,355 -36	-0.8%	-$2K	0.07%	234
2025 Q3	$240K	Sell	4,391 -1,681	-28%	-$88.5K	0.08%	233
2025 Q2	$308K	Sell	6,072 -2,654	-30%	-$130K	0.11%	190
2025 Q1	$449K	Sell	8,726 -409	-4%	-$21.9K	0.18%	137
2024 Q4	$488K	Buy	9,135 +3,140	+52%	+$169K	0.2%	128
2024 Q3	$315K	Sell	5,995 -1,731	-22%	-$87.5K	0.14%	164
2024 Q2	$384K	Buy	7,726 +272	+4%	+$13K	0.18%	136
2024 Q1	$356K	Buy	7,454 +316	+4%	+$14.3K	0.17%	148
2023 Q4	$309K	Buy	7,138 +1,025	+17%	+$42.2K	0.16%	149
2023 Q3	$244K	Hold	6,113	–	–	0.15%	160
2023 Q2	$252K	Sell	6,113 -15	-0.2%	-$585	0.15%	164
2023 Q1	$233K	Buy	6,128 +260	+4%	+$9.7K	0.15%	159
2022 Q4	$220K	Buy	+5,868	New	+$222K	0.15%	162

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 Wealth Network's PTLC Position: Q1 2026 in Review

Independent Wealth Network sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2026, closing a stake of 4,355 shares — an estimated $242K sold.

Independent Wealth Network first reported a position in PTLC in Q4 2022 and held it in 13 quarters. The position peaked at $488K in Q4 2024. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

Independent Wealth Network reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2026 after selling out during the quarter.
Independent Wealth Network sold 4,355 Pacer Trendpilot US Large Cap ETF shares in Q1 2026, an estimated $242K.
Independent Wealth Network first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2022 and held it in 13 quarters.
Independent Wealth Network's Pacer Trendpilot US Large Cap ETF position peaked at $488K in Q4 2024.
247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.