Leo Wealth LLC’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Leo Wealth LLC’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	$220K	Buy	+4,203	New	+$233K	0.02%	416

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

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

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

Leo Wealth LLC's PTLC Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2026: 4,203 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #416 among its holdings.

247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

Leo Wealth LLC held 4,203 shares of Pacer Trendpilot US Large Cap ETF worth $220K as of Q1 2026.
Pacer Trendpilot US Large Cap ETF was a new Leo Wealth LLC position in Q1 2026.
Pacer Trendpilot US Large Cap ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #416 holding.
247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.