PWM
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Prosperity Wealth Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Prosperity Wealth Management’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
-6,050
Closed -$307K – 271
2025
Q2 		$307K Buy
+6,050
New +$296K 0.11% 171

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Prosperity Wealth Management's PTLC Position: Q3 2025 in Review

Prosperity Wealth Management sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2025, closing a stake of 6,050 shares — an estimated $307K sold.

Prosperity Wealth Management first reported a position in PTLC in Q2 2025 and held it in 1 quarter. The position peaked at $307K in Q2 2025. 233 funds tracked by Wall St. Rank hold PTLC as of Q3 2025.

  • Prosperity Wealth Management reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 6,050 Pacer Trendpilot US Large Cap ETF shares in Q3 2025, an estimated $307K.
  • Prosperity Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2025 and held it in 1 quarter.
  • Prosperity Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $307K in Q2 2025.
  • 233 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2025.

Based on Prosperity Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.