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P.J. Schmidt Investment Management (PJS)’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$880K Sell
15,104
-1,914
-11% -$108K 0.14% 88
2026
Q1 		$893K Sell
17,018
-2,377
-12% -$132K 0.15% 84
2025
Q4 		$1.08M Buy
19,395
+1,017
+6% +$56.5K 0.18% 75
2025
Q3 		$1.01M Sell
18,378
-342
-2% -$18K 0.17% 79
2025
Q2 		$950K Sell
18,720
-1,733
-8% -$84.8K 0.16% 81
2025
Q1 		$1.05M Buy
20,453
+1,544
+8% +$82.8K 0.19% 70
2024
Q4 		$1.01M Sell
18,909
-262
-1% -$14.1K 0.18% 71
2024
Q3 		$1.01M Buy
19,171
+816
+4% +$41.2K 0.17% 75
2024
Q2 		$913K Buy
18,355
+707
+4% +$33.8K 0.17% 76
2024
Q1 		$842K Buy
17,648
+10,055
+132% +$456K 0.16% 78
2023
Q4 		$337K Buy
7,593
+1,218
+19% +$50.1K 0.07% 138
2023
Q3 		$254K Hold
6,375
– – 0.05% 150
2023
Q2 		$270K Sell
6,375
-1,042
-14% -$40.6K 0.05% 146
2023
Q1 		$284K Sell
7,417
-2,345
-24% -$87.4K 0.06% 149
2022
Q4 		$366K Buy
9,762
+1,767
+22% +$66.7K 0.08% 119
2022
Q3 		$302K Buy
7,995
+50
+0.6% +$1.88K 0.07% 139
2022
Q2 		$299K Buy
+7,945
New +$300K 0.07% 141

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s PTLC Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 11% in Q2 2026, selling an estimated $108K and leaving 15,104 shares worth $880K. The position accounts for 0.14% of the portfolio, ranked #88.

P.J. Schmidt Investment Management (PJS) first reported a position in PTLC in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.08M in Q4 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 15,104 shares of Pacer Trendpilot US Large Cap ETF worth $880K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) sold 1,914 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $108K.
  • Pacer Trendpilot US Large Cap ETF made up 0.14% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #88 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s Pacer Trendpilot US Large Cap ETF position peaked at $1.08M in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.