Post Resch Tallon Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Post Resch Tallon Group’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	$335K	Buy	5,750 +300	+6%	+$17K	0.23%	79
2026 Q1	$287K	Hold	5,450	–	–	0.23%	81
2025 Q4	$303K	Buy	5,450 +1,300	+31%	+$72.2K	0.26%	72
2025 Q3	$227K	Buy	+4,150	New	+$218K	0.2%	86

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

Post Resch Tallon Group's PTLC Position: Q2 2026 in Review

Post Resch Tallon Group increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 5.5% in Q2 2026, buying an estimated $17K and bringing the position to 5,750 shares worth $335K. The position accounts for 0.23% of the portfolio, ranked #79.

Post Resch Tallon Group 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.

Post Resch Tallon Group held 5,750 shares of Pacer Trendpilot US Large Cap ETF worth $335K as of Q2 2026.
Post Resch Tallon Group bought 300 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $17K.
Pacer Trendpilot US Large Cap ETF made up 0.23% of Post Resch Tallon Group's portfolio in Q2 2026, its #79 holding.
Post Resch Tallon Group 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 Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.