SFMG Wealth Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

SFMG Wealth Advisors’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	$154M	Buy	2,648,509 +141,285	+6%	+$7.99M	9.29%	2
2026 Q1	$132M	Buy	2,507,224 +94,279	+4%	+$5.22M	8.91%	2
2025 Q4	$134M	Buy	2,412,945 +59,409	+3%	+$3.3M	8.99%	2
2025 Q3	$129M	Buy	2,353,536 +106,115	+5%	+$5.58M	8.93%	2
2025 Q2	$114M	Buy	+2,247,421	New	+$110M	8.56%	3
2020 Q1	–	Sell	-70,059	Closed	-$2.34M	–	171
2019 Q4	$2.34M	Sell	70,059 -3,126	-4%	-$101K	0.29%	31
2019 Q3	$2.27M	Sell	73,185 -761	-1%	-$23.5K	0.31%	26
2019 Q2	$2.33M	Sell	73,946 -19,203	-21%	-$575K	0.32%	26
2019 Q1	$2.74M	Buy	+93,149	New	+$2.69M	0.4%	27

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SFMG Wealth Advisors's PTLC Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 5.6% in Q2 2026, buying an estimated $7.99M and bringing the position to 2,648,509 shares worth $154M. The position accounts for 9.29% of the portfolio, ranked #2.

SFMG Wealth Advisors first reported a position in PTLC in Q1 2019 and has held it in 9 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

SFMG Wealth Advisors held 2,648,509 shares of Pacer Trendpilot US Large Cap ETF worth $154M as of Q2 2026.
SFMG Wealth Advisors bought 141,285 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $7.99M.
Pacer Trendpilot US Large Cap ETF made up 9.29% of SFMG Wealth Advisors's portfolio in Q2 2026, its #2 holding.
SFMG Wealth Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2019 and has held it in 9 quarters since.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.