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Kinloch Capital’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Kinloch Capital’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
Q1 		$249K Buy
4,753
+21
+0.4% +$1.16K 0.1% 70
2025
Q4 		$263K Sell
4,732
-22
-0.5% -$1.22K 0.11% 67
2025
Q3 		$260K Buy
4,754
+290
+6% +$15.3K 0.11% 67
2025
Q2 		$227K Buy
4,464
+87
+2% +$4.26K 0.11% 72
2025
Q1 		$225K Buy
4,377
+69
+2% +$3.7K 0.11% 73
2024
Q4 		$230K Sell
4,308
-24
-0.6% -$1.29K 0.12% 70
2024
Q3 		$228K Buy
4,332
+202
+5% +$10.2K 0.11% 78
2024
Q2 		$206K Sell
4,130
-1,630
-28% -$77.8K 0.11% 75
2024
Q1 		$275K Buy
+5,760
New +$261K 0.14% 65
2023
Q4 		– Sell
-7,365
Closed -$294K – 74
2023
Q3 		$294K Buy
7,365
+220
+3% +$9.12K 0.18% 59
2023
Q2 		$295K Sell
7,145
-1,861
-21% -$72.6K 0.18% 55
2023
Q1 		$343K Sell
9,006
-999
-10% -$37.3K 0.2% 51
2022
Q4 		$375K Sell
10,005
-14
-0.1% -$529 0.22% 47
2022
Q3 		$377K Sell
10,019
-542
-5% -$20.4K 0.25% 51
2022
Q2 		$397K Buy
10,561
+254
+2% +$9.57K 0.26% 49
2022
Q1 		$400K Sell
10,307
-2,520
-20% -$98.1K 0.24% 56
2021
Q4 		$533K Sell
12,827
-14
-0.1% -$565 0.33% 49
2021
Q3 		$484K Sell
12,841
-152
-1% -$5.88K 0.34% 48
2021
Q2 		$489K Buy
12,993
+158
+1% +$5.78K 0.35% 51
2021
Q1 		$446K Buy
12,835
+592
+5% +$20K 0.34% 52
2020
Q4 		$401K Buy
+12,243
New +$382K 0.34% 50

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kinloch Capital's PTLC Position: Q1 2026 in Review

Kinloch Capital increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 0.44% in Q1 2026, buying an estimated $1.16K and bringing the position to 4,753 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #70.

Kinloch Capital first reported a position in PTLC in Q4 2020 and has held it in 21 quarters since. The position peaked at $533K in Q4 2021. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

  • Kinloch Capital held 4,753 shares of Pacer Trendpilot US Large Cap ETF worth $249K as of Q1 2026.
  • Kinloch Capital bought 21 Pacer Trendpilot US Large Cap ETF shares in Q1 2026, an estimated $1.16K.
  • Pacer Trendpilot US Large Cap ETF made up 0.1% of Kinloch Capital's portfolio in Q1 2026, its #70 holding.
  • Kinloch Capital first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Kinloch Capital's Pacer Trendpilot US Large Cap ETF position peaked at $533K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.