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Mayflower Financial Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Mayflower Financial Advisors’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 		$484K Hold
8,310
– – 0.04% 289
2026
Q1 		$436K Buy
8,310
+2
+0% +$111 0.05% 285
2025
Q4 		$462K Hold
8,308
– – 0.06% 260
2025
Q3 		$455K Hold
8,308
– – 0.06% 266
2025
Q2 		$422K Sell
8,308
-970
-10% -$47.5K 0.06% 262
2025
Q1 		$477K Sell
9,278
-173
-2% -$9.27K 0.07% 236
2024
Q4 		$505K Hold
9,451
– – 0.08% 226
2024
Q3 		$497K Hold
9,451
– – 0.07% 222
2024
Q2 		$470K Hold
9,451
– – 0.08% 221
2024
Q1 		$451K Buy
9,451
+2
+0% +$91 0.08% 224
2023
Q4 		$409K Hold
9,449
– – 0.06% 225
2023
Q3 		$378K Hold
9,449
– – 0.06% 224
2023
Q2 		$390K Sell
9,449
-3,684
-28% -$144K 0.05% 243
2023
Q1 		$500K Sell
13,133
-1,151
-8% -$42.9K 0.07% 199
2022
Q4 		$536K Buy
14,284
+352
+3% +$13.3K 0.07% 184
2022
Q3 		$525K Hold
13,932
– – 0.08% 179
2022
Q2 		$523K Sell
13,932
-6,181
-31% -$233K 0.08% 185
2022
Q1 		$781K Sell
20,113
-285
-1% -$11.1K 0.11% 143
2021
Q4 		$847K Sell
20,398
-199
-1% -$8.03K 0.11% 130
2021
Q3 		$817K Sell
20,597
-165
-0.8% -$6.39K 0.11% 129
2021
Q2 		$781K Sell
20,762
-2,313
-10% -$84.6K 0.11% 128
2021
Q1 		$802K Sell
23,075
-3,992
-15% -$135K 0.12% 117
2020
Q4 		$886K Buy
+27,067
New +$845K 0.15% 102

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Mayflower Financial Advisors's PTLC Position: Q2 2026 in Review

Mayflower Financial Advisors held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 8,310 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #289.

Mayflower Financial Advisors first reported a position in PTLC in Q4 2020 and has held it in 23 quarters since. The position peaked at $886K in Q4 2020. 247 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • Mayflower Financial Advisors held 8,310 shares of Pacer Trendpilot US Large Cap ETF worth $484K as of Q2 2026.
  • Mayflower Financial Advisors left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
  • Pacer Trendpilot US Large Cap ETF made up 0.04% of Mayflower Financial Advisors's portfolio in Q2 2026, its #289 holding.
  • Mayflower Financial Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $886K in Q4 2020.
  • 247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.