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

MONECO 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
Q1 		$6.26M Sell
119,352
-31,104
-21% -$1.72M 0.49% 43
2025
Q4 		$8.36M Sell
150,456
-17,045
-10% -$947K 0.66% 31
2025
Q3 		$9.17M Sell
167,501
-19,462
-10% -$1.02M 0.77% 27
2025
Q2 		$9.49M Sell
186,963
-6,153
-3% -$301K 0.88% 22
2025
Q1 		$9.94M Buy
193,116
+7,855
+4% +$421K 1.03% 24
2024
Q4 		$9.9M Buy
185,261
+17,034
+10% +$919K 1.04% 21
2024
Q3 		$8.84M Buy
168,227
+16,901
+11% +$854K 1.1% 21
2024
Q2 		$7.53M Buy
151,326
+10,334
+7% +$493K 1.11% 18
2024
Q1 		$6.73M Buy
140,992
+3,783
+3% +$172K 1.07% 16
2023
Q4 		$5.94M Buy
137,209
+8,419
+7% +$347K 1.13% 16
2023
Q3 		$5.15M Buy
128,790
+61,469
+91% +$2.55M 1.4% 13
2023
Q2 		$2.78M Buy
67,321
+133
+0.2% +$5.19K 0.76% 23
2023
Q1 		$2.56M Buy
67,188
+1,009
+2% +$37.6K 0.75% 23
2022
Q4 		$2.48M Sell
66,179
-3,181
-5% -$120K 0.9% 22
2022
Q3 		$2.61M Buy
69,360
+19,840
+40% +$746K 1.05% 20
2022
Q2 		$1.86M Buy
49,520
+193
+0.4% +$7.28K 0.72% 31
2022
Q1 		$1.92M Sell
49,327
-215
-0.4% -$8.37K 0.7% 32
2021
Q4 		$1.94M Buy
49,542
+8,882
+22% +$358K 0.73% 28
2021
Q3 		$1.53M Buy
+40,660
New +$1.57M 0.61% 39

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MONECO Advisors's PTLC Position: Q1 2026 in Review

MONECO Advisors reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 21% in Q1 2026, selling an estimated $1.72M and leaving 119,352 shares worth $6.26M. The position accounts for 0.49% of the portfolio, ranked #43.

MONECO Advisors first reported a position in PTLC in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.94M in Q1 2025. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

  • MONECO Advisors held 119,352 shares of Pacer Trendpilot US Large Cap ETF worth $6.26M as of Q1 2026.
  • MONECO Advisors sold 31,104 Pacer Trendpilot US Large Cap ETF shares in Q1 2026, an estimated $1.72M.
  • Pacer Trendpilot US Large Cap ETF made up 0.49% of MONECO Advisors's portfolio in Q1 2026, its #43 holding.
  • MONECO Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • MONECO Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $9.94M in Q1 2025.
  • 247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.