Lunt Capital Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Lunt Capital 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 Q1	–	Sell	-35,042	Closed	-$1.95M	–	103
2025 Q4	$1.95M	Sell	35,042 -7,801	-18%	-$433K	0.73%	36
2025 Q3	$2.35M	Sell	42,843 -547	-1%	-$28.8K	0.9%	35
2025 Q2	$2.2M	Buy	43,390 +262	+0.6%	+$12.8K	0.84%	33
2025 Q1	$2.22M	Buy	43,128 +2,071	+5%	+$111K	0.81%	29
2024 Q4	$2.19M	Buy	41,057 +3,858	+10%	+$208K	0.85%	30
2024 Q3	$1.95M	Buy	37,199 +2,413	+7%	+$122K	0.91%	31
2024 Q2	$1.73M	Buy	34,786 +3,875	+13%	+$185K	0.85%	30
2024 Q1	$1.48M	Buy	30,911 +7,036	+29%	+$319K	0.73%	32
2023 Q4	$1.03M	Sell	23,875 -3,670	-13%	-$151K	0.53%	43
2023 Q3	$1.1M	Buy	27,545 +2,131	+8%	+$88.3K	0.58%	34
2023 Q2	$1.05M	Buy	+25,414	New	+$991K	0.57%	36

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

Lunt Capital Management's PTLC Position: Q1 2026 in Review

Lunt Capital Management sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2026, closing a stake of 35,042 shares — an estimated $1.95M sold.

Lunt Capital Management first reported a position in PTLC in Q2 2023 and held it in 11 quarters. The position peaked at $2.35M in Q3 2025. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

Lunt Capital Management reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2026 after selling out during the quarter.
Lunt Capital Management sold 35,042 Pacer Trendpilot US Large Cap ETF shares in Q1 2026, an estimated $1.95M.
Lunt Capital Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2023 and held it in 11 quarters.
Lunt Capital Management's Pacer Trendpilot US Large Cap ETF position peaked at $2.35M in Q3 2025.
247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Lunt Capital Management's 13F filing for Q1 2026, filed 13 May 2026.