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Patriot Financial Group Insurance Agency’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Patriot Financial Group Insurance Agency’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 		$586K Sell
10,061
-10,061
-50% -$569K 0.06% 286
2026
Q1 		$1.06M Buy
20,122
+10,105
+101% +$560K 0.06% 297
2025
Q4 		$557K Sell
10,017
-254
-2% -$14.1K 0.07% 278
2025
Q3 		$562K Sell
10,271
-100
-1% -$5.26K 0.07% 264
2025
Q2 		$526K Buy
10,371
+550
+6% +$26.9K 0.06% 302
2025
Q1 		$505K Sell
9,821
-72
-0.7% -$3.86K 0.07% 293
2024
Q4 		$529K Sell
9,893
-625
-6% -$33.7K 0.07% 273
2024
Q3 		$553K Hold
10,518
– – 0.07% 279
2024
Q2 		$523K Hold
10,518
– – 0.08% 267
2024
Q1 		$502K Sell
10,518
-300
-3% -$13.6K 0.08% 273
2023
Q4 		$468K Sell
10,818
-450
-4% -$18.5K 0.09% 259
2023
Q3 		$450K Sell
11,268
-503
-4% -$20.8K 0.09% 257
2023
Q2 		$486K Buy
11,771
+950
+9% +$37.1K 0.09% 245
2023
Q1 		$412K Buy
10,821
+350
+3% +$13.1K 0.08% 262
2022
Q4 		$393K Buy
10,471
+744
+8% +$28.1K 0.05% 254
2022
Q3 		$366K Buy
9,727
+5,575
+134% +$210K 0.09% 252
2022
Q2 		$156K Buy
4,152
+1,500
+57% +$56.5K 0.03% 438
2022
Q1 		$103K Hold
2,652
– – 0.02% 581
2021
Q4 		$110K Buy
2,652
+10
+0.4% +$404 0.02% 629
2021
Q3 		$100K Hold
2,642
– – 0.02% 655
2021
Q2 		$99K Sell
2,642
-1,318
-33% -$48.2K 0.02% 633
2021
Q1 		$138K Sell
3,960
-616
-13% -$20.8K 0.03% 473
2020
Q4 		$150K Sell
4,576
-2,458
-35% -$76.7K 0.04% 405
2020
Q3 		$208K Sell
7,034
-4,511
-39% -$131K 0.07% 262
2020
Q2 		$314K Sell
11,545
-33,910
-75% -$918K 0.12% 169
2020
Q1 		$1.23M Buy
45,455
+9,139
+25% +$292K 0.56% 31
2019
Q4 		$1.22M Buy
36,316
+7,764
+27% +$250K 0.46% 38
2019
Q3 		$887K Buy
28,552
+3,732
+15% +$115K 0.4% 46
2019
Q2 		$768K Hold
24,820
– – 0.33% 49
2019
Q1 		$729K Buy
24,820
+6,171
+33% +$178K 0.37% 43
2018
Q4 		$537K Buy
18,649
+14,849
+391% +$436K 0.35% 51
2018
Q3 		$120K Buy
3,800
+250
+7% +$7.68K 0.07% 181
2018
Q2 		$104K Hold
3,550
– – 0.11% 112
2018
Q1 		$98K Buy
3,550
+200
+6% +$5.86K 0.07% 216
2017
Q4 		$97K Hold
3,350
– – 0.07% 217
2017
Q3 		$92K Hold
3,350
– – 0.08% 187
2017
Q2 		$87K Sell
3,350
-1,505
-31% -$38.6K 0.09% 176
2017
Q1 		$122K Hold
4,855
– – 0.13% 133
2016
Q4 		$117K Buy
+4,855
New +$114K 0.16% 126

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PTLC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 50% in Q2 2026, selling an estimated $569K and leaving 10,061 shares worth $586K. The position accounts for 0.06% of the portfolio, ranked #286.

Patriot Financial Group Insurance Agency first reported a position in PTLC in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.23M in Q1 2020. 147 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 10,061 shares of Pacer Trendpilot US Large Cap ETF worth $586K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 10,061 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $569K.
  • Pacer Trendpilot US Large Cap ETF made up 0.06% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #286 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Pacer Trendpilot US Large Cap ETF position peaked at $1.23M in Q1 2020.
  • 147 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.