New England Private Wealth Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

New England Private 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	$237K	Hold	4,108	–	–	0.02%	194
2026 Q1	$216K	Hold	4,108	–	–	0.02%	187
2025 Q4	$228K	Hold	4,108	–	–	0.03%	169
2025 Q3	$225K	Hold	4,108	–	–	0.03%	167
2025 Q2	$214K	Hold	4,108	–	–	0.03%	155
2025 Q1	$211K	Hold	4,108	–	–	0.03%	141
2024 Q4	$220K	Hold	4,108	–	–	0.03%	137
2024 Q3	$216K	Hold	4,108	–	–	0.03%	138
2024 Q2	$204K	Sell	4,108 -1,000	-20%	-$47.7K	0.04%	134
2024 Q1	$211K	Buy	+5,108	New	+$232K	0.04%	129

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

New England Private Wealth Advisors's PTLC Position: Q2 2026 in Review

New England Private Wealth Advisors held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 4,108 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #194.

New England Private Wealth Advisors first reported a position in PTLC in Q1 2024 and has held it in 10 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

New England Private Wealth Advisors held 4,108 shares of Pacer Trendpilot US Large Cap ETF worth $237K as of Q2 2026.
New England Private Wealth Advisors left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up 0.02% of New England Private Wealth Advisors's portfolio in Q2 2026, its #194 holding.
New England Private Wealth Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2024 and has held it in 10 quarters since.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.