Proactive Wealth Strategies’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Proactive Wealth Strategies’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 Q3	$520K	Buy	8,734 +70	+0.8%	+$4.15K	0.08%	146
2026 Q2	$505K	Hold	8,664	–	–	0.08%	149
2026 Q1	$454K	Buy	8,664 +4,378	+102%	+$243K	0.09%	151
2025 Q4	$238K	Sell	4,286 -1	-0%	-$56	0.09%	136
2025 Q3	$235K	Hold	4,287	–	–	0.1%	128
2025 Q2	$218K	Sell	4,287 -132	-3%	-$6.46K	0.1%	130
2025 Q1	$227K	Sell	4,419 -72	-2%	-$3.86K	0.12%	122
2024 Q4	$240K	Buy	+4,491	New	+$242K	0.13%	120

Other funds holding PTLC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

Proactive Wealth Strategies's PTLC Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 0.81% in Q3 2026, buying an estimated $4.15K and bringing the position to 8,734 shares worth $520K. The position accounts for 0.08% of the portfolio, ranked #146.

Proactive Wealth Strategies first reported a position in PTLC in Q4 2024 and has held it in 8 quarters since. 189 funds tracked by Wall St. Rank hold PTLC as of Q3 2026.

Proactive Wealth Strategies held 8,734 shares of Pacer Trendpilot US Large Cap ETF worth $520K as of Q3 2026.
Proactive Wealth Strategies bought 70 Pacer Trendpilot US Large Cap ETF shares in Q3 2026, an estimated $4.15K.
Pacer Trendpilot US Large Cap ETF made up 0.08% of Proactive Wealth Strategies's portfolio in Q3 2026, its #146 holding.
Proactive Wealth Strategies first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and has held it in 8 quarters since.
189 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.