Safe Harbor Fiduciary’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Safe Harbor Fiduciary’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	–	Sell	-25	Closed	-$1.39K	–	155
2025 Q4	$1.39K	Buy	+25	New	+$1.39K	﹤0.01%	196
2025 Q2	$3.14M	Buy	+61,798	New	+$3.02M	2.94%	6

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Safe Harbor Fiduciary's PTLC Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2026, closing a stake of 25 shares — an estimated $1.39K sold.

Safe Harbor Fiduciary first reported a position in PTLC in Q2 2025 and held it in 2 quarters. The position peaked at $3.14M in Q2 2025. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

Safe Harbor Fiduciary reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2026 after selling out during the quarter.
Safe Harbor Fiduciary sold 25 Pacer Trendpilot US Large Cap ETF shares in Q1 2026, an estimated $1.39K.
Safe Harbor Fiduciary first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2025 and held it in 2 quarters.
Safe Harbor Fiduciary's Pacer Trendpilot US Large Cap ETF position peaked at $3.14M in Q2 2025.
247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.