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

Realta Investment 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
2026 Q2	$29.6K	Sell	508 -1,020	-67%	-$57.7K	0.01%	287
2026 Q1	$80.1K	Buy	1,528 +982	+180%	+$54.4K	0.03%	238
2025 Q4	$30.3K	Sell	546 -176	-24%	-$9.78K	0.01%	259
2025 Q3	$39.5K	Sell	722 -157	-18%	-$8.26K	0.01%	243
2025 Q2	$44.6K	Sell	879 -84	-9%	-$4.11K	0.02%	236
2025 Q1	$49.5K	Buy	963 +187	+24%	+$10K	0.02%	233
2024 Q4	$41.9K	Sell	776 -378	-33%	-$20.4K	0.02%	261
2024 Q3	$61.7K	Sell	1,154 -200	-15%	-$10.1K	0.03%	233
2024 Q2	$67.4K	Hold	1,354	–	–	0.01%	504
2024 Q1	$64.6K	Buy	+1,354	New	+$61.4K	0.01%	528
2023 Q4	–	Sell	-760	Closed	-$31.4K	–	703
2023 Q3	$31.4K	Hold	760	–	–	0.01%	565
2023 Q2	$31.4K	Buy	+760	New	+$29.6K	0.01%	608
2023 Q1	–	Sell	-200	Closed	-$7.5K	–	721
2022 Q4	$7.5K	Hold	200	–	–	﹤0.01%	742
2022 Q3	$8K	Buy	+200	New	+$7.52K	﹤0.01%	718

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

Realta Investment Advisors's PTLC Position: Q2 2026 in Review

Realta Investment Advisors reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 67% in Q2 2026, selling an estimated $57.7K and leaving 508 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #287.

Realta Investment Advisors first reported a position in PTLC in Q3 2022 and has held it in 14 quarters since. The position peaked at $80.1K in Q1 2026. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Realta Investment Advisors held 508 shares of Pacer Trendpilot US Large Cap ETF worth $29.6K as of Q2 2026.
Realta Investment Advisors sold 1,020 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $57.7K.
Pacer Trendpilot US Large Cap ETF made up 0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #287 holding.
Realta Investment Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2022 and has held it in 14 quarters since.
Realta Investment Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $80.1K in Q1 2026.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.