Legacy Trust’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Legacy Trust’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	$635K	Hold	10,903	–	–	0.11%	118
2026 Q1	$572K	Hold	10,903	–	–	0.11%	120
2025 Q4	$606K	Hold	10,903	–	–	0.11%	114
2025 Q3	$597K	Hold	10,903	–	–	0.12%	113
2025 Q2	$553K	Hold	10,903	–	–	0.14%	99
2025 Q1	$561K	Hold	10,903	–	–	0.14%	99
2024 Q4	$583K	Hold	10,903	–	–	0.14%	98
2024 Q3	$573K	Hold	10,903	–	–	0.13%	104
2024 Q2	$543K	Hold	10,903	–	–	0.13%	100
2024 Q1	$520K	Hold	10,903	–	–	0.13%	103
2023 Q4	$472K	Buy	10,903 +3,250	+42%	+$134K	0.12%	108
2023 Q3	$306K	Hold	7,653	–	–	0.09%	127
2023 Q2	$316K	Hold	7,653	–	–	0.09%	127
2023 Q1	$291K	Hold	7,653	–	–	0.09%	130
2022 Q4	$287K	Buy	+7,653	New	+$289K	0.09%	128

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

Legacy Trust's PTLC Position: Q2 2026 in Review

Legacy Trust held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 10,903 shares worth $635K. The position accounts for 0.11% of the portfolio, ranked #118.

Legacy Trust first reported a position in PTLC in Q4 2022 and has held it in 15 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Legacy Trust held 10,903 shares of Pacer Trendpilot US Large Cap ETF worth $635K as of Q2 2026.
Legacy Trust left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up 0.11% of Legacy Trust's portfolio in Q2 2026, its #118 holding.
Legacy Trust first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2022 and has held it in 15 quarters since.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.