Laird Norton Wetherby Wealth Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Laird Norton Wetherby Wealth Management’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	$228K	Hold	4,168	–	–	0.01%	845
2025 Q2	$212K	Buy	+4,168	New	+$204K	0.01%	856
2024 Q4	$223K	Hold	4,168	–	–	0.01%	806
2024 Q3	$219K	Hold	4,168	–	–	0.01%	837
2024 Q2	$207K	Buy	+4,168	New	+$199K	0.01%	842

Other funds holding PTLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's PTLC Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q3 2025 at 4,168 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #845.

Laird Norton Wetherby Wealth Management first reported a position in PTLC in Q2 2024 and has held it in 5 quarters since. 233 funds tracked by Wall St. Rank hold PTLC as of Q3 2025.

Laird Norton Wetherby Wealth Management held 4,168 shares of Pacer Trendpilot US Large Cap ETF worth $228K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q3 2025.
Pacer Trendpilot US Large Cap ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #845 holding.
Laird Norton Wetherby Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2024 and has held it in 5 quarters since.
233 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.