Operose Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Operose 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	$70.3K	Hold	1,207	–	–	0.01%	271
2026 Q1	$63.3K	Hold	1,207	–	–	0.01%	257
2025 Q4	$67.1K	Hold	1,207	–	–	0.02%	255
2025 Q3	$66.1K	Hold	1,207	–	–	0.02%	234
2025 Q2	$61.3K	Hold	1,207	–	–	0.02%	213
2025 Q1	$62.1K	Hold	1,207	–	–	0.02%	197
2024 Q4	$64.5K	Hold	1,207	–	–	0.02%	193
2024 Q3	$63.4K	Buy	+1,207	New	+$61K	0.02%	240

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

Operose Advisors's PTLC Position: Q2 2026 in Review

Operose Advisors held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 1,207 shares worth $70.3K. The position accounts for 0.01% of the portfolio, ranked #271.

Operose Advisors first reported a position in PTLC in Q3 2024 and has held it in 8 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Operose Advisors held 1,207 shares of Pacer Trendpilot US Large Cap ETF worth $70.3K as of Q2 2026.
Operose Advisors left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #271 holding.
Operose Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2024 and has held it in 8 quarters since.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.