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 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 $445B AUM 25.58% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Proactive Wealth Strategies's PTLC Position: Q2 2026 in Review

Proactive Wealth Strategies held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 8,664 shares worth $505K. The position accounts for 0.08% of the portfolio, ranked #149.

Proactive Wealth Strategies first reported a position in PTLC in Q4 2024 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Proactive Wealth Strategies held 8,664 shares of Pacer Trendpilot US Large Cap ETF worth $505K as of Q2 2026.
Proactive Wealth Strategies left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up 0.08% of Proactive Wealth Strategies's portfolio in Q2 2026, its #149 holding.
Proactive Wealth Strategies first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
151 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.