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 Q2	$425K	Hold	7,295	–	–	0.02%	265
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 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

Patten & Patten's PTLC Position: Q2 2026 in Review

Patten & Patten held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 7,295 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #265.

Patten & Patten first reported a position in PTLC in Q3 2025 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Patten & Patten held 7,295 shares of Pacer Trendpilot US Large Cap ETF worth $425K as of Q2 2026.
Patten & Patten left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up 0.02% of Patten & Patten's portfolio in Q2 2026, its #265 holding.
Patten & Patten first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.