SWA
SFMG Wealth Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114M | Buy |
+2,247,421
| New | +$114M | 8.56% | 3 |
|
|
2020
Q1 | – | Sell |
-70,059
| Closed | -$2.34M | – | 171 |
|
|
2019
Q4 | $2.34M | Sell |
70,059
-3,126
| -4% | -$105K | 0.29% | 31 |
|
|
2019
Q3 | $2.27M | Sell |
73,185
-761
| -1% | -$23.6K | 0.31% | 26 |
|
|
2019
Q2 | $2.33M | Sell |
73,946
-19,203
| -21% | -$605K | 0.32% | 26 |
|
|
2019
Q1 | $2.74M | Buy |
+93,149
| New | +$2.74M | 0.4% | 27 |
|