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Meridian Wealth Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Meridian Wealth 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 		$11.9M Hold
203,946
– – 1.35% 21
2026
Q1 		$10.7M Buy
203,946
+459
+0.2% +$25.4K 1.41% 19
2025
Q4 		$11.3M Sell
203,487
-885
-0.4% -$49.2K 1.57% 17
2025
Q3 		$11.2M Hold
204,372
– – 1.59% 16
2025
Q2 		$10.4M Sell
204,372
-1,862
-0.9% -$91.1K 1.64% 17
2025
Q1 		$10.6M Sell
206,234
-15
-0% -$804 1.8% 11
2024
Q4 		$11M Hold
206,249
– – 1.82% 12
2024
Q3 		$10.8M Hold
206,249
– – 1.81% 12
2024
Q2 		$10.3M Hold
206,249
– – 1.83% 12
2024
Q1 		$9.84M Buy
206,249
+500
+0.2% +$22.7K 1.85% 12
2023
Q4 		$8.9M Sell
205,749
-617
-0.3% -$25.4K 1.95% 12
2023
Q3 		$8.25M Sell
206,366
-90
-0% -$3.73K 2.06% 10
2023
Q2 		$8.53M Hold
206,456
– – 2.06% 9
2023
Q1 		$7.86M Hold
206,456
– – 1.97% 9
2022
Q4 		$7.74M Buy
206,456
+527
+0.3% +$19.9K 1.99% 10
2022
Q3 		$7.75M Hold
205,929
– – 2.18% 10
2022
Q2 		$7.74M Hold
205,929
– – 2.06% 9
2022
Q1 		$8M Sell
205,929
-1,861
-0.9% -$72.5K 1.85% 11
2021
Q4 		$8.63M Buy
207,790
+304
+0.1% +$12.3K 2.1% 10
2021
Q3 		$7.83M Hold
207,486
– – 2.18% 10
2021
Q2 		$7.8M Sell
207,486
-7,970
-4% -$292K 2.21% 10
2021
Q1 		$7.49M Sell
215,456
-8,330
-4% -$281K 2.49% 10
2020
Q4 		$7.32M Sell
223,786
-22,074
-9% -$689K 2.67% 9
2020
Q3 		$7.26M Sell
245,860
-14,348
-6% -$418K 3.12% 7
2020
Q2 		$7.08M Sell
260,208
-425,391
-62% -$11.5M 3.27% 6
2020
Q1 		$18.5M Sell
685,599
-128,359
-16% -$4.1M 10.24% 1
2019
Q4 		$27.2M Buy
813,958
+40,746
+5% +$1.31M 10.73% 1
2019
Q3 		$24M Buy
773,212
+565,144
+272% +$17.4M 10.28% 2
2019
Q2 		$6.37M Buy
208,068
+7,761
+4% +$232K 4.44% 3
2019
Q1 		$5.88M Buy
200,307
+199,877
+46,483% +$5.78M 4.29% 4
2018
Q4 		$12K Buy
+430
New +$12.6K 0.01% 391

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

Meridian Wealth Advisors's PTLC Position: Q2 2026 in Review

Meridian Wealth Advisors held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 203,946 shares worth $11.9M. The position accounts for 1.35% of the portfolio, ranked #21.

Meridian Wealth Advisors first reported a position in PTLC in Q4 2018 and has held it in 31 quarters since. The position peaked at $27.2M in Q4 2019. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • Meridian Wealth Advisors held 203,946 shares of Pacer Trendpilot US Large Cap ETF worth $11.9M as of Q2 2026.
  • Meridian Wealth Advisors left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
  • Pacer Trendpilot US Large Cap ETF made up 1.35% of Meridian Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Meridian Wealth Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Meridian Wealth Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $27.2M in Q4 2019.
  • 246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.