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

Nova 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
2025
Q3 		– Sell
-329
Closed -$16.7K – 715
2025
Q2 		$16.7K Sell
329
-3,747
-92% -$183K 0.01% 320
2025
Q1 		$210K Buy
4,076
+2,741
+205% +$147K 0.18% 110
2024
Q4 		$71.3K Buy
+1,335
New +$72K 0.06% 152

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 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 $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nova Wealth Management's PTLC Position: Q3 2025 in Review

Nova Wealth Management sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2025, closing a stake of 329 shares — an estimated $16.7K sold.

Nova Wealth Management first reported a position in PTLC in Q4 2024 and held it in 3 quarters. The position peaked at $210K in Q1 2025. 233 funds tracked by Wall St. Rank hold PTLC as of Q3 2025.

  • Nova Wealth Management reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Nova Wealth Management sold 329 Pacer Trendpilot US Large Cap ETF shares in Q3 2025, an estimated $16.7K.
  • Nova Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and held it in 3 quarters.
  • Nova Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $210K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2025.

Based on Nova Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.