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Insight Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Insight Advisors’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 		$291K Hold
5,001
– – 0.05% 194
2026
Q1 		$262K Buy
5,001
+2
+0% +$111 0.05% 198
2025
Q4 		$278K Sell
4,999
-115
-2% -$6.39K 0.04% 229
2025
Q3 		$280K Sell
5,114
-272
-5% -$14.3K 0.04% 229
2025
Q2 		$273K Hold
5,386
– – 0.04% 233
2025
Q1 		$277K Buy
5,386
+1
+0% +$54 0.05% 231
2024
Q4 		$289K Hold
5,385
– – 0.05% 229
2024
Q3 		$283K Hold
5,385
– – 0.05% 237
2024
Q2 		$268K Hold
5,385
– – 0.05% 249
2024
Q1 		$257K Sell
5,385
-215
-4% -$9.75K 0.05% 251
2023
Q4 		$242K Hold
5,600
– – 0.05% 243
2023
Q3 		$224K Sell
5,600
-2,078
-27% -$86.1K 0.05% 248
2023
Q2 		$317K Sell
7,678
-5,168
-40% -$202K 0.07% 204
2023
Q1 		$489K Sell
12,846
-2,000
-13% -$74.6K 0.11% 148
2022
Q4 		$557K Buy
14,846
+8,202
+123% +$310K 0.19% 139
2022
Q3 		$250K Buy
6,644
+100
+2% +$3.76K 0.1% 233
2022
Q2 		$246K Sell
6,544
-300
-4% -$11.3K 0.08% 256
2022
Q1 		$265K Buy
6,844
+216
+3% +$8.41K 0.08% 262
2021
Q4 		$275K Sell
6,628
-845
-11% -$34.1K 0.08% 262
2021
Q3 		$307K Sell
7,473
-1,000
-12% -$38.7K 0.09% 246
2021
Q2 		$325K Sell
8,473
-1,120
-12% -$41K 0.1% 234
2021
Q1 		$351K Sell
9,593
-330
-3% -$11.1K 0.11% 231
2020
Q4 		$325K Buy
+9,923
New +$310K 0.12% 195

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Insight Advisors's PTLC Position: Q2 2026 in Review

Insight Advisors held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 5,001 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #194.

Insight Advisors first reported a position in PTLC in Q4 2020 and has held it in 23 quarters since. The position peaked at $557K in Q4 2022. 247 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • Insight Advisors held 5,001 shares of Pacer Trendpilot US Large Cap ETF worth $291K as of Q2 2026.
  • Insight Advisors left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
  • Pacer Trendpilot US Large Cap ETF made up 0.05% of Insight Advisors's portfolio in Q2 2026, its #194 holding.
  • Insight Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $557K in Q4 2022.
  • 247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.