NFP Retirement Inc’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

NFP Retirement Inc’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	$294K	Buy	5,053 +42	+0.8%	+$2.38K	0.02%	261
2026 Q1	$263K	Sell	5,011 -790	-14%	-$43.8K	0.02%	270
2025 Q4	$322K	Buy	+5,801	New	+$322K	0.02%	245

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

NFP Retirement Inc's PTLC Position: Q2 2026 in Review

NFP Retirement Inc increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 0.84% in Q2 2026, buying an estimated $2.38K and bringing the position to 5,053 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #261.

NFP Retirement Inc first reported a position in PTLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $322K in Q4 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

NFP Retirement Inc held 5,053 shares of Pacer Trendpilot US Large Cap ETF worth $294K as of Q2 2026.
NFP Retirement Inc bought 42 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $2.38K.
Pacer Trendpilot US Large Cap ETF made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #261 holding.
NFP Retirement Inc first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
NFP Retirement Inc's Pacer Trendpilot US Large Cap ETF position peaked at $322K in Q4 2025.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.