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

Kingswood Wealth Advisors’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	$662K	Sell	11,360 -1,690	-13%	-$95.6K	0.03%	529
2026 Q1	$685K	Sell	13,050 -862	-6%	-$47.8K	0.03%	469
2025 Q4	$773K	Sell	13,912 -656	-5%	-$36.4K	0.04%	405
2025 Q3	$798K	Buy	14,568 +119	+0.8%	+$6.26K	0.05%	348
2025 Q2	$733K	Sell	14,449 -127	-0.9%	-$6.21K	0.06%	322
2025 Q1	$750K	Buy	14,576 +541	+4%	+$29K	0.07%	309
2024 Q4	$750K	Buy	+14,035	New	+$757K	0.06%	334

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

Kingswood Wealth Advisors's PTLC Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 13% in Q2 2026, selling an estimated $95.6K and leaving 11,360 shares worth $662K. The position accounts for 0.03% of the portfolio, ranked #529.

Kingswood Wealth Advisors first reported a position in PTLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $798K in Q3 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Kingswood Wealth Advisors held 11,360 shares of Pacer Trendpilot US Large Cap ETF worth $662K as of Q2 2026.
Kingswood Wealth Advisors sold 1,690 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $95.6K.
Pacer Trendpilot US Large Cap ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #529 holding.
Kingswood Wealth Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
Kingswood Wealth Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $798K in Q3 2025.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.