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

IronOak Wealth’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
2024 Q4	$294K	Buy	+5,465	New	+$295K	0.33%	56

Other funds holding PTLC

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 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

IronOak Wealth's PTLC Position: Q4 2024 in Review

IronOak Wealth opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2024: 5,465 shares worth $294K. The stake represents 0.33% of the portfolio and ranks #56 among its holdings.

245 funds tracked by Wall St. Rank hold PTLC as of Q4 2024.

IronOak Wealth held 5,465 shares of Pacer Trendpilot US Large Cap ETF worth $294K as of Q4 2024.
Pacer Trendpilot US Large Cap ETF was a new IronOak Wealth position in Q4 2024.
Pacer Trendpilot US Large Cap ETF made up 0.33% of IronOak Wealth's portfolio in Q4 2024, its #56 holding.
245 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.