Root Financial Partners’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Root Financial Partners’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	–	Sell	-2,450	Closed	-$129K	–	2484
2026 Q1	$129K	Hold	2,450	–	–	0.01%	471
2025 Q4	$136K	Buy	+2,450	New	+$136K	0.01%	370

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

Root Financial Partners's PTLC Position: Q2 2026 in Review

Root Financial Partners sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026, closing a stake of 2,450 shares — an estimated $129K sold.

Root Financial Partners first reported a position in PTLC in Q4 2025 and held it in 2 quarters. The position peaked at $136K in Q4 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Root Financial Partners reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2,450 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $129K.
Root Financial Partners first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2025 and held it in 2 quarters.
Root Financial Partners's Pacer Trendpilot US Large Cap ETF position peaked at $136K in Q4 2025.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.