Optivise Advisory Services’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.18M	Buy	42,974 +4,495	+12%	+$228K	1.11%	17
2025 Q1	$1.98M	Sell	38,479 -427	-1%	-$22K	1.11%	14
2024 Q4	$2.08M	Sell	38,906 -5,075	-12%	-$271K	1.12%	18
2024 Q3	$2.31M	Sell	43,981 -3,368	-7%	-$177K	1.22%	16
2024 Q2	$2.36M	Buy	+47,349	New	+$2.36M	1.27%	18