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PSI Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

PSI Advisors’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
Q1 		– Sell
-3,954
Closed -$211K – 892
2024
Q4 		$211K Buy
3,954
+150
+4% +$8.09K 0.06% 122
2024
Q3 		$200K Buy
3,804
+450
+13% +$22.7K 0.06% 128
2024
Q2 		$167K Buy
3,354
+400
+14% +$19.1K 0.05% 141
2024
Q1 		$141K Buy
2,954
+30
+1% +$1.36K 0.05% 152
2023
Q4 		$127K Buy
2,924
+555
+23% +$22.8K 0.05% 160
2023
Q3 		$94.7K Hold
2,369
– – 0.04% 177
2023
Q2 		$97.8K Buy
2,369
+375
+19% +$14.6K 0.04% 172
2023
Q1 		$75.9K Sell
1,994
-2,223
-53% -$82.9K 0.04% 182
2022
Q4 		$158K Buy
4,217
+742
+21% +$28K 0.08% 122
2022
Q3 		$131K Buy
3,475
+813
+31% +$30.6K 0.07% 145
2022
Q2 		$100K Hold
2,662
– – 0.05% 175
2022
Q1 		$103K Hold
2,662
– – 0.04% 196
2021
Q4 		$111K Buy
2,662
+2
+0.1% +$81 0.05% 192
2021
Q3 		$100K Buy
+2,660
New +$103K 0.05% 195
2020
Q2 		– Sell
-9,772
Closed -$263K – 121
2020
Q1 		$263K Sell
9,772
-15,811
-62% -$505K 0.24% 86
2019
Q4 		$856K Buy
+25,583
New +$824K 0.55% 35

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PSI Advisors's PTLC Position: Q1 2025 in Review

PSI Advisors sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2025, closing a stake of 3,954 shares — an estimated $211K sold.

PSI Advisors first reported a position in PTLC in Q4 2019 and held it in 16 quarters. The position peaked at $856K in Q4 2019. 234 funds tracked by Wall St. Rank hold PTLC as of Q1 2025.

  • PSI Advisors reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 3,954 Pacer Trendpilot US Large Cap ETF shares in Q1 2025, an estimated $211K.
  • PSI Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $856K in Q4 2019.
  • 234 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.