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

MY 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	$11.7M	Buy	200,318 +25,385	+15%	+$1.44M	8.22%	2
2026 Q1	$9M	Sell	174,933 -43,660	-20%	-$2.42M	8.71%	4
2025 Q4	$12.1M	Sell	218,593 -15,692	-7%	-$872K	10.59%	1
2025 Q3	$12.8M	Buy	234,285 +710	+0.3%	+$37.4K	11.25%	1
2025 Q2	$11.9M	Buy	233,575 +58,642	+34%	+$2.87M	11.36%	2
2025 Q1	$9M	Buy	174,933 +33,595	+24%	+$1.8M	8.71%	4
2024 Q4	$7.55M	Buy	+141,338	New	+$7.62M	7.54%	5

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

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

MY Wealth Management increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 15% in Q2 2026, buying an estimated $1.44M and bringing the position to 200,318 shares worth $11.7M. The position accounts for 8.22% of the portfolio, ranked #2.

MY Wealth Management first reported a position in PTLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.8M in Q3 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

MY Wealth Management held 200,318 shares of Pacer Trendpilot US Large Cap ETF worth $11.7M as of Q2 2026.
MY Wealth Management bought 25,385 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $1.44M.
Pacer Trendpilot US Large Cap ETF made up 8.22% of MY Wealth Management's portfolio in Q2 2026, its #2 holding.
MY Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
MY Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $12.8M in Q3 2025.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.