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Lloyd Advisory Services’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Lloyd Advisory Services’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 		– Sell
-10
Closed -$530 – 908
2026
Q1 		$530 Buy
+10
New +$554 ﹤0.01% 768

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Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lloyd Advisory Services's PTLC Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026, closing a stake of 10 shares — an estimated $530 sold.

Lloyd Advisory Services first reported a position in PTLC in Q1 2026 and held it in 1 quarter. The position peaked at $530 in Q1 2026. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 10 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $530.
  • Lloyd Advisory Services first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Pacer Trendpilot US Large Cap ETF position peaked at $530 in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.