PKS Advisory Services’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

PKS Advisory Services’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 Q3	–	Sell	-37,691	Closed	-$1.91M	–	268
2025 Q2	$1.91M	Sell	37,691 -2,261	-6%	-$111K	0.47%	45
2025 Q1	$1.85M	Buy	39,952 +11,619	+41%	+$623K	0.51%	44
2024 Q4	$1.51M	Buy	+28,333	New	+$1.53M	0.38%	43

Other funds holding PTLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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 $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PKS Advisory Services's PTLC Position: Q3 2025 in Review

PKS Advisory Services sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2025, closing a stake of 37,691 shares — an estimated $1.91M sold.

PKS Advisory Services first reported a position in PTLC in Q4 2024 and held it in 3 quarters. The position peaked at $1.91M in Q2 2025. 233 funds tracked by Wall St. Rank hold PTLC as of Q3 2025.

PKS Advisory Services reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2025 after selling out during the quarter.
PKS Advisory Services sold 37,691 Pacer Trendpilot US Large Cap ETF shares in Q3 2025, an estimated $1.91M.
PKS Advisory Services first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and held it in 3 quarters.
PKS Advisory Services's Pacer Trendpilot US Large Cap ETF position peaked at $1.91M in Q2 2025.
233 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2025.

Based on PKS Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.