J2 Capital Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

J2 Capital Management’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
2025 Q1	–	Sell	-48,104	Closed	-$2.57M	–	119
2024 Q4	$2.57M	Buy	+48,104	New	+$2.6M	2.41%	8
2023 Q3	$3.85M	Sell	96,300 -1,990	-2%	-$82.5K	4.87%	5
2023 Q2	$4.06M	Sell	98,290 -3,229	-3%	-$126K	4.82%	5
2023 Q1	$3.86M	Buy	101,519 +52,431	+107%	+$1.96M	5.98%	2
2022 Q4	$1.84M	Buy	49,088 +699	+1%	+$26.4K	3.16%	8
2022 Q3	$1.82M	Buy	+48,389	New	+$1.82M	3.46%	7

Other funds holding PTLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $71.6B AUM 21.08% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

J2 Capital Management's PTLC Position: Q1 2025 in Review

J2 Capital Management sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2025, closing a stake of 48,104 shares — an estimated $2.57M sold.

J2 Capital Management first reported a position in PTLC in Q3 2022 and held it in 6 quarters. The position peaked at $4.06M in Q2 2023. 234 funds tracked by Wall St. Rank hold PTLC as of Q1 2025.

J2 Capital Management reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2025 after selling out during the quarter.
J2 Capital Management sold 48,104 Pacer Trendpilot US Large Cap ETF shares in Q1 2025, an estimated $2.57M.
J2 Capital Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2022 and held it in 6 quarters.
J2 Capital Management's Pacer Trendpilot US Large Cap ETF position peaked at $4.06M in Q2 2023.
234 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2025.

Based on J2 Capital Management's 13F filing for Q1 2025, filed 8 Apr 2025.