SL
PTLC icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.45B AUM 15.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return