PPW
PTLC icon

Pasadena Private Wealth’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Pasadena Private Wealth’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
2025
Q1 		– Sell
-3,817
Closed -$204K – 201
2024
Q4 		$204K Buy
+3,817
New +$206K 0.04% 141

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pasadena Private Wealth's PTLC Position: Q1 2025 in Review

Pasadena Private Wealth sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2025, closing a stake of 3,817 shares — an estimated $204K sold.

Pasadena Private Wealth first reported a position in PTLC in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 234 funds tracked by Wall St. Rank hold PTLC as of Q1 2025.

  • Pasadena Private Wealth reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Pasadena Private Wealth sold 3,817 Pacer Trendpilot US Large Cap ETF shares in Q1 2025, an estimated $204K.
  • Pasadena Private Wealth first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and held it in 1 quarter.
  • Pasadena Private Wealth's Pacer Trendpilot US Large Cap ETF position peaked at $204K in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2025.

Based on Pasadena Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.