Sard Wealth Management Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Sard Wealth Management Group’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	-3,602	Closed	-$200K	–	62
2025 Q4	$200K	Buy	+3,602	New	+$200K	0.11%	57

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

Sard Wealth Management Group's PTLC Position: Q1 2026 in Review

Sard Wealth Management Group sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2026, closing a stake of 3,602 shares — an estimated $200K sold.

Sard Wealth Management Group first reported a position in PTLC in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

Sard Wealth Management Group reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2026 after selling out during the quarter.
Sard Wealth Management Group sold 3,602 Pacer Trendpilot US Large Cap ETF shares in Q1 2026, an estimated $200K.
Sard Wealth Management Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2025 and held it in 1 quarter.
Sard Wealth Management Group's Pacer Trendpilot US Large Cap ETF position peaked at $200K in Q4 2025.
247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.