Insigneo Advisory Services’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Insigneo Advisory Services’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	$633K	Hold	10,868	–	–	0.02%	423
2026 Q1	$570K	Sell	10,868 -615	-5%	-$34.1K	0.04%	344
2025 Q4	$638K	Sell	11,483 -175	-2%	-$9.72K	0.05%	304
2025 Q3	$638K	Sell	11,658 -65	-0.6%	-$3.42K	0.04%	307
2025 Q2	$595K	Sell	11,723 -1,223	-9%	-$59.8K	0.05%	295
2025 Q1	$666K	Buy	12,946 +373	+3%	+$20K	0.07%	233
2024 Q4	$672K	Buy	12,573 +898	+8%	+$48.4K	0.07%	231
2024 Q3	$614K	Buy	11,675 +97	+0.8%	+$4.9K	0.06%	273
2024 Q2	$548K	Buy	11,578 +4,303	+59%	+$205K	0.06%	269
2024 Q1	$347K	Sell	7,275 -1,565	-18%	-$71K	0.04%	351
2023 Q4	$387K	Buy	8,840 +260	+3%	+$10.7K	0.05%	282
2023 Q3	$343K	Hold	8,580	–	–	0.07%	259
2023 Q2	$354K	Hold	8,580	–	–	0.07%	250
2023 Q1	$327K	Hold	8,580	–	–	0.1%	194
2022 Q4	$322K	Buy	+8,580	New	+$324K	0.12%	180

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

Insigneo Advisory Services's PTLC Position: Q2 2026 in Review

Insigneo Advisory Services held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 10,868 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #423.

Insigneo Advisory Services first reported a position in PTLC in Q4 2022 and has held it in 15 quarters since. The position peaked at $672K in Q4 2024. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Insigneo Advisory Services held 10,868 shares of Pacer Trendpilot US Large Cap ETF worth $633K as of Q2 2026.
Insigneo Advisory Services left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #423 holding.
Insigneo Advisory Services first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2022 and has held it in 15 quarters since.
Insigneo Advisory Services's Pacer Trendpilot US Large Cap ETF position peaked at $672K in Q4 2024.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.