Meridian Investment Counsel’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Meridian Investment Counsel’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	$642K	Sell	11,020 -830	-7%	-$47K	0.14%	145
2026 Q1	$622K	Sell	11,850 -150	-1%	-$8.31K	0.15%	140
2025 Q4	$667K	Hold	12,000	–	–	0.16%	135
2025 Q3	$657K	Hold	12,000	–	–	0.16%	133
2025 Q2	$609K	Hold	12,000	–	–	0.17%	129
2025 Q1	$617K	Sell	12,000 -1,200	-9%	-$64.3K	0.18%	125
2024 Q4	$705K	Buy	+13,200	New	+$712K	0.21%	114

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

Meridian Investment Counsel's PTLC Position: Q2 2026 in Review

Meridian Investment Counsel reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 7% in Q2 2026, selling an estimated $47K and leaving 11,020 shares worth $642K. The position accounts for 0.14% of the portfolio, ranked #145.

Meridian Investment Counsel first reported a position in PTLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $705K in Q4 2024. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Meridian Investment Counsel held 11,020 shares of Pacer Trendpilot US Large Cap ETF worth $642K as of Q2 2026.
Meridian Investment Counsel sold 830 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $47K.
Pacer Trendpilot US Large Cap ETF made up 0.14% of Meridian Investment Counsel's portfolio in Q2 2026, its #145 holding.
Meridian Investment Counsel first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
Meridian Investment Counsel's Pacer Trendpilot US Large Cap ETF position peaked at $705K in Q4 2024.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.