Ken Fisher’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Ken Fisher’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	-4,788	Closed	-$243K	–	1067
2025 Q2	$243K	Buy	+4,788	New	+$234K	﹤0.01%	923
2024 Q3	–	Sell	-5,235	Closed	-$260K	–	993
2024 Q2	$260K	Buy	+5,235	New	+$250K	﹤0.01%	903

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

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 $94B AUM 20.14% 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

Ken Fisher's PTLC Position: Q3 2025 in Review

Ken Fisher sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2025, closing a stake of 4,788 shares — an estimated $243K sold.

Ken Fisher first reported a position in PTLC in Q2 2024 and held it in 2 quarters. The position peaked at $260K in Q2 2024. 233 funds tracked by Wall St. Rank hold PTLC as of Q3 2025.

Ken Fisher reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2025 after selling out during the quarter.
Ken Fisher sold 4,788 Pacer Trendpilot US Large Cap ETF shares in Q3 2025, an estimated $243K.
Ken Fisher first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2024 and held it in 2 quarters.
Ken Fisher's Pacer Trendpilot US Large Cap ETF position peaked at $260K in Q2 2024.
233 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2025.

Based on Fisher Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.