Prospera Financial Services’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Prospera Financial 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
2026 Q2	$3.43M	Buy	58,795 +1,251	+2%	+$70.8K	0.05%	378
2026 Q1	$3.02M	Buy	57,544 +6,640	+13%	+$368K	0.05%	389
2025 Q4	$2.83M	Buy	50,904 +10,534	+26%	+$585K	0.05%	393
2025 Q3	$2.21M	Buy	40,370 +18,275	+83%	+$962K	0.04%	450
2025 Q2	$1.12M	Buy	22,095 +223	+1%	+$10.9K	0.02%	620
2025 Q1	$1.13M	Buy	21,872 +2,579	+13%	+$138K	0.03%	532
2024 Q4	$1.03M	Buy	19,293 +8,332	+76%	+$449K	0.02%	538
2024 Q3	$576K	Buy	10,961 +6,910	+171%	+$349K	0.01%	673
2024 Q2	$202K	Buy	+4,051	New	+$193K	0.01%	1068
2023 Q3	–	Sell	-6,667	Closed	-$275K	–	1050
2023 Q2	$275K	Buy	+6,667	New	+$260K	0.01%	837
2020 Q4	–	Sell	-700	Closed	-$21K	–	1333
2020 Q3	$21K	Buy	+700	New	+$20.4K	0.01%	887

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

Prospera Financial Services's PTLC Position: Q2 2026 in Review

Prospera Financial Services increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 2.2% in Q2 2026, buying an estimated $70.8K and bringing the position to 58,795 shares worth $3.43M. The position accounts for 0.05% of the portfolio, ranked #378.

Prospera Financial Services first reported a position in PTLC in Q3 2020 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Prospera Financial Services held 58,795 shares of Pacer Trendpilot US Large Cap ETF worth $3.43M as of Q2 2026.
Prospera Financial Services bought 1,251 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $70.8K.
Pacer Trendpilot US Large Cap ETF made up 0.05% of Prospera Financial Services's portfolio in Q2 2026, its #378 holding.
Prospera Financial Services first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2020 and has held it in 11 quarters since.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.