Maridea Wealth Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Maridea Wealth 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	$366K	Sell	6,279 -12	-0.2%	-$679	0.04%	375
2026 Q1	$330K	Sell	6,291 -3,427	-35%	-$190K	0.05%	324
2025 Q4	$540K	Buy	9,718 +2,836	+41%	+$158K	0.08%	235
2025 Q3	$380K	Buy	6,882 +2,648	+63%	+$139K	0.06%	293
2025 Q2	$215K	Sell	4,234 -910	-18%	-$44.5K	0.06%	252
2025 Q1	$265K	Sell	5,144 -7,832	-60%	-$420K	0.09%	187
2024 Q4	$693K	Buy	+12,976	New	+$700K	0.22%	76

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

Maridea Wealth Management's PTLC Position: Q2 2026 in Review

Maridea Wealth Management reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 0.19% in Q2 2026, selling an estimated $679 and leaving 6,279 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #375.

Maridea Wealth Management first reported a position in PTLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $693K in Q4 2024. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Maridea Wealth Management held 6,279 shares of Pacer Trendpilot US Large Cap ETF worth $366K as of Q2 2026.
Maridea Wealth Management sold 12 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $679.
Pacer Trendpilot US Large Cap ETF made up 0.04% of Maridea Wealth Management's portfolio in Q2 2026, its #375 holding.
Maridea Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $693K in Q4 2024.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.