Salomon & Ludwin’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Salomon & Ludwin’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	$11.1K	Sell	191 -5	-3%	-$283	﹤0.01%	1542
2026 Q1	$10.3K	Sell	196 -4,608	-96%	-$255K	﹤0.01%	1505
2025 Q4	$269K	Buy	4,804 +4,608	+2,351%	+$256K	0.02%	148
2025 Q3	$10.8K	Hold	196	–	–	﹤0.01%	1250
2025 Q2	$9.98K	Sell	196 -196	-50%	-$9.59K	﹤0.01%	485
2025 Q1	$20.2K	Hold	392	–	–	﹤0.01%	360
2024 Q4	$20.9K	Hold	392	–	–	﹤0.01%	351
2024 Q3	$20.6K	Hold	392	–	–	﹤0.01%	365
2024 Q2	$19.5K	Hold	392	–	–	﹤0.01%	369
2024 Q1	$18.7K	Buy	+392	New	+$17.8K	﹤0.01%	481

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

Salomon & Ludwin's PTLC Position: Q2 2026 in Review

Salomon & Ludwin reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 2.6% in Q2 2026, selling an estimated $283 and leaving 191 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Salomon & Ludwin first reported a position in PTLC in Q1 2024 and has held it in 10 quarters since. The position peaked at $269K in Q4 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Salomon & Ludwin held 191 shares of Pacer Trendpilot US Large Cap ETF worth $11.1K as of Q2 2026.
Salomon & Ludwin sold 5 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $283.
Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1542 holding.
Salomon & Ludwin first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2024 and has held it in 10 quarters since.
Salomon & Ludwin's Pacer Trendpilot US Large Cap ETF position peaked at $269K in Q4 2025.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.