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

Parallel 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	$47.8K	Buy	+821	New	+$46.5K	﹤0.01%	2178
2026 Q1	–	Sell	-295	Closed	-$16.4K	–	3938
2025 Q4	$16.4K	Buy	+295	New	+$16.4K	﹤0.01%	2395
2019 Q2	–	Sell	-1,200	Closed	-$35K	–	2404
2019 Q1	$35K	Hold	1,200	–	–	﹤0.01%	995
2018 Q4	$34K	Hold	1,200	–	–	﹤0.01%	894
2018 Q3	$38K	Buy	+1,200	New	+$36.9K	﹤0.01%	911

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

Parallel Advisors's PTLC Position: Q2 2026 in Review

Parallel Advisors opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026: 821 shares worth $47.8K. The stake represents ﹤0.01% of the portfolio and ranks #2178 among its holdings. This is a return to the name: Parallel Advisors previously reported a position in PTLC as recently as Q4 2025.

Parallel Advisors first reported a position in PTLC in Q3 2018 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Parallel Advisors held 821 shares of Pacer Trendpilot US Large Cap ETF worth $47.8K as of Q2 2026.
Pacer Trendpilot US Large Cap ETF was a new Parallel Advisors position in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2178 holding.
Parallel Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2018 and has held it in 5 quarters since.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.