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IA
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
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
0.12%
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
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SWA
SFMG Wealth Advisors
Plano, Texas
$1.46B AUM
15.85%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
CIAS
CFS Investment Advisory Services
Totowa, New Jersey
$1.45B AUM
15.63%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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