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Oder Investment Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Oder Investment 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
Q1 		$2.13M Buy
40,620
+96
+0.2% +$5.32K 1.64% 17
2025
Q4 		$2.25M Sell
40,524
-882
-2% -$49K 1.63% 16
2025
Q3 		$2.27M Buy
41,406
+566
+1% +$29.8K 1.63% 17
2025
Q2 		$2.07M Buy
40,840
+205
+0.5% +$10K 1.57% 19
2025
Q1 		$2.09M Buy
40,635
+37
+0.1% +$1.98K 1.78% 17
2024
Q4 		$2.17M Buy
40,598
+359
+0.9% +$19.4K 1.81% 16
2024
Q3 		$2.11M Hold
40,239
– – 1.82% 17
2024
Q2 		$2M Buy
40,239
+806
+2% +$38.5K 1.81% 16
2024
Q1 		$1.88M Sell
39,433
-584
-1% -$26.5K 1.75% 16
2023
Q4 		$1.73M Buy
40,017
+145
+0.4% +$5.97K 1.71% 16
2023
Q3 		$1.59M Hold
39,872
– – 1.73% 15
2023
Q2 		$1.65M Sell
39,872
-1,671
-4% -$65.2K 1.8% 14
2023
Q1 		$1.58M Sell
41,543
-2,253
-5% -$84K 1.85% 17
2022
Q4 		$1.64M Buy
43,796
+65
+0.1% +$2.46K 2.04% 15
2022
Q3 		$1.65M Buy
43,731
+116
+0.3% +$4.36K 1.93% 16
2022
Q2 		$1.64M Buy
43,615
+1,088
+3% +$41K 2.01% 16
2022
Q1 		$1.65M Buy
42,527
+3,699
+10% +$144K 1.88% 18
2021
Q4 		$1.61M Buy
38,828
+5,301
+16% +$214K 2.27% 13
2021
Q3 		$1.26M Sell
33,527
-948
-3% -$36.7K 1.85% 15
2021
Q2 		$1.3M Sell
34,475
-525
-2% -$19.2K 1.69% 16
2021
Q1 		$1.22M Hold
35,000
– – 1.66% 17
2020
Q4 		$1.15M Buy
+35,000
New +$1.09M 1.12% 22

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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
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 $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Oder Investment Management's PTLC Position: Q1 2026 in Review

Oder Investment Management increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 0.24% in Q1 2026, buying an estimated $5.32K and bringing the position to 40,620 shares worth $2.13M. The position accounts for 1.64% of the portfolio, ranked #17.

Oder Investment Management first reported a position in PTLC in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.27M in Q3 2025. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

  • Oder Investment Management held 40,620 shares of Pacer Trendpilot US Large Cap ETF worth $2.13M as of Q1 2026.
  • Oder Investment Management bought 96 Pacer Trendpilot US Large Cap ETF shares in Q1 2026, an estimated $5.32K.
  • Pacer Trendpilot US Large Cap ETF made up 1.64% of Oder Investment Management's portfolio in Q1 2026, its #17 holding.
  • Oder Investment Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Oder Investment Management's Pacer Trendpilot US Large Cap ETF position peaked at $2.27M in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Oder Investment Management's 13F filing for Q1 2026, filed 5 May 2026.