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

Patten & Patten’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
Q1 		$383K Hold
7,295
– – 0.02% 269
2025
Q4 		$405K Hold
7,295
– – 0.02% 262
2025
Q3 		$399K Buy
+7,295
New +$384K 0.02% 265

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patten & Patten's PTLC Position: Q1 2026 in Review

Patten & Patten held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q1 2026 at 7,295 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #269.

Patten & Patten first reported a position in PTLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $405K in Q4 2025. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

  • Patten & Patten held 7,295 shares of Pacer Trendpilot US Large Cap ETF worth $383K as of Q1 2026.
  • Patten & Patten left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q1 2026.
  • Pacer Trendpilot US Large Cap ETF made up 0.02% of Patten & Patten's portfolio in Q1 2026, its #269 holding.
  • Patten & Patten first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Patten & Patten's Pacer Trendpilot US Large Cap ETF position peaked at $405K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.