&Partners’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

&Partners’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	$1.55M	Buy	26,609 +244	+0.9%	+$13.8K	0.01%	1164
2026 Q1	$1.38M	Buy	26,365 +136	+0.5%	+$7.54K	0.01%	1113
2025 Q4	$1.46M	Sell	26,229 -11,971	-31%	-$665K	0.01%	1022
2025 Q3	$2.09M	Buy	38,200 +13,962	+58%	+$735K	0.01%	731
2025 Q2	$1.23M	Buy	24,238 +524	+2%	+$25.6K	0.01%	879
2025 Q1	$1.22M	Sell	23,714 -5,508	-19%	-$295K	0.01%	745
2024 Q4	$1.58M	Buy	29,222 +19,378	+197%	+$1.05M	0.02%	584
2024 Q3	$517K	Buy	+9,844	New	+$498K	0.01%	854

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

&Partners's PTLC Position: Q2 2026 in Review

&Partners increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 0.93% in Q2 2026, buying an estimated $13.8K and bringing the position to 26,609 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #1164.

&Partners first reported a position in PTLC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.09M in Q3 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

&Partners held 26,609 shares of Pacer Trendpilot US Large Cap ETF worth $1.55M as of Q2 2026.
&Partners bought 244 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $13.8K.
Pacer Trendpilot US Large Cap ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1164 holding.
&Partners first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2024 and has held it in 8 quarters since.
&Partners's Pacer Trendpilot US Large Cap ETF position peaked at $2.09M in Q3 2025.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.