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

Pursuit 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 Q1	$141K	Sell	2,689 -441	-14%	-$24.4K	0.2%	83
2025 Q4	$174K	Buy	+3,130	New	+$174K	0.24%	75

Other funds holding PTLC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pursuit Wealth Strategies's PTLC Position: Q1 2026 in Review

Pursuit Wealth Strategies reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 14% in Q1 2026, selling an estimated $24.4K and leaving 2,689 shares worth $141K. The position accounts for 0.2% of the portfolio, ranked #83.

Pursuit Wealth Strategies first reported a position in PTLC in Q4 2025 and has held it in 2 quarters since. The position peaked at $174K in Q4 2025. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

Pursuit Wealth Strategies held 2,689 shares of Pacer Trendpilot US Large Cap ETF worth $141K as of Q1 2026.
Pursuit Wealth Strategies sold 441 Pacer Trendpilot US Large Cap ETF shares in Q1 2026, an estimated $24.4K.
Pacer Trendpilot US Large Cap ETF made up 0.2% of Pursuit Wealth Strategies's portfolio in Q1 2026, its #83 holding.
Pursuit Wealth Strategies first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
Pursuit Wealth Strategies's Pacer Trendpilot US Large Cap ETF position peaked at $174K in Q4 2025.
247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q1 2026, filed 15 May 2026.