KWA
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$733K Sell
14,449
-127
-0.9% -$6.45K 0.06% 322
2025
Q1 		$750K Buy
14,576
+541
+4% +$27.8K 0.07% 309
2024
Q4 		$750K Buy
+14,035
New +$750K 0.06% 334