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Regatta Research & Money Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Regatta Research & Money 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
2026
Q2 		$2.38M Buy
+40,906
New +$2.31M 2.25% 8

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Regatta Research & Money Management's PTLC Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026: 40,906 shares worth $2.38M. The stake represents 2.25% of the portfolio and ranks #8 among its holdings.

184 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • Regatta Research & Money Management held 40,906 shares of Pacer Trendpilot US Large Cap ETF worth $2.38M as of Q2 2026.
  • Pacer Trendpilot US Large Cap ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Pacer Trendpilot US Large Cap ETF made up 2.25% of Regatta Research & Money Management's portfolio in Q2 2026, its #8 holding.
  • 184 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.