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

Larson 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	$33K	Hold	566	–	–	﹤0.01%	1728
2026 Q1	$29.7K	Buy	566 +6	+1%	+$332	﹤0.01%	1631
2025 Q4	$31.1K	Hold	560	–	–	﹤0.01%	1469
2025 Q3	$30.7K	Hold	560	–	–	﹤0.01%	1409
2025 Q2	$28.4K	Sell	560 -275	-33%	-$13.5K	﹤0.01%	1322
2025 Q1	$43K	Buy	835 +5	+0.6%	+$268	﹤0.01%	1087
2024 Q4	$44.3K	Hold	830	–	–	﹤0.01%	940
2024 Q3	$43.6K	Hold	830	–	–	﹤0.01%	950
2024 Q2	$41.3K	Buy	830 +460	+124%	+$22K	﹤0.01%	855
2024 Q1	$17.7K	Hold	370	–	–	﹤0.01%	912
2023 Q4	$16K	Hold	370	–	–	﹤0.01%	905
2023 Q3	$14.8K	Hold	370	–	–	﹤0.01%	894
2023 Q2	$15.3K	Hold	370	–	–	﹤0.01%	813
2023 Q1	$14.1K	Buy	+370	New	+$13.8K	﹤0.01%	828

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

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

Larson Financial Group held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 566 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Larson Financial Group first reported a position in PTLC in Q1 2023 and has held it in 14 quarters since. The position peaked at $44.3K in Q4 2024. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Larson Financial Group held 566 shares of Pacer Trendpilot US Large Cap ETF worth $33K as of Q2 2026.
Larson Financial Group left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1728 holding.
Larson Financial Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2023 and has held it in 14 quarters since.
Larson Financial Group's Pacer Trendpilot US Large Cap ETF position peaked at $44.3K in Q4 2024.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.