Jim Simons’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Jim Simons’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 Q3	–	Sell	-24,800	Closed	-$1.26M	–	3819
2025 Q2	$1.26M	Buy	24,800 +18,100	+270%	+$885K	﹤0.01%	2385
2025 Q1	$345K	Sell	6,700 -17,400	-72%	-$933K	﹤0.01%	2878
2024 Q4	$1.29M	Sell	24,100 -10,600	-31%	-$572K	﹤0.01%	2334
2024 Q3	$1.82M	Sell	34,700 -4,900	-12%	-$248K	﹤0.01%	2083
2024 Q2	$1.97M	Sell	39,600 -7,400	-16%	-$353K	﹤0.01%	1895
2024 Q1	$2.24M	Buy	47,000 +24,595	+110%	+$1.12M	﹤0.01%	1959
2023 Q4	$969K	Buy	22,405 +1,205	+6%	+$49.6K	﹤0.01%	2431
2023 Q3	$847K	Buy	+21,200	New	+$879K	﹤0.01%	2414

Other funds holding PTLC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Jim Simons's PTLC Position: Q3 2025 in Review

Jim Simons sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2025, closing a stake of 24,800 shares — an estimated $1.26M sold.

Jim Simons first reported a position in PTLC in Q3 2023 and held it in 8 quarters. The position peaked at $2.24M in Q1 2024. 233 funds tracked by Wall St. Rank hold PTLC as of Q3 2025.

Jim Simons reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2025 after selling out during the quarter.
Jim Simons sold 24,800 Pacer Trendpilot US Large Cap ETF shares in Q3 2025, an estimated $1.26M.
Jim Simons first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2023 and held it in 8 quarters.
Jim Simons's Pacer Trendpilot US Large Cap ETF position peaked at $2.24M in Q1 2024.
233 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.