Kingdom Financial Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Kingdom Financial Group’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	–	Sell	-10	Closed	-$530	–	937
2026 Q1	$530	Hold	10	–	–	﹤0.01%	768
2025 Q4	$556	Buy	+10	New	+$556	﹤0.01%	656

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

Kingdom Financial Group's PTLC Position: Q2 2026 in Review

Kingdom Financial Group sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026, closing a stake of 10 shares — an estimated $530 sold.

Kingdom Financial Group first reported a position in PTLC in Q4 2025 and held it in 2 quarters. The position peaked at $556 in Q4 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Kingdom Financial Group reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2026 after selling out during the quarter.
Kingdom Financial Group sold 10 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $530.
Kingdom Financial Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2025 and held it in 2 quarters.
Kingdom Financial Group's Pacer Trendpilot US Large Cap ETF position peaked at $556 in Q4 2025.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.