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Nations Financial Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Nations Financial Group’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
2025
Q2 		– Sell
-4,543
Closed -$234K – 692
2025
Q1 		$234K Buy
+4,543
New +$244K 0.02% 577

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Nations Financial Group's PTLC Position: Q2 2025 in Review

Nations Financial Group sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2025, closing a stake of 4,543 shares — an estimated $234K sold.

Nations Financial Group first reported a position in PTLC in Q1 2025 and held it in 1 quarter. The position peaked at $234K in Q1 2025. 235 funds tracked by Wall St. Rank hold PTLC as of Q2 2025.

  • Nations Financial Group reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Nations Financial Group sold 4,543 Pacer Trendpilot US Large Cap ETF shares in Q2 2025, an estimated $234K.
  • Nations Financial Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2025 and held it in 1 quarter.
  • Nations Financial Group's Pacer Trendpilot US Large Cap ETF position peaked at $234K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2025.

Based on Nations Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.