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Sheets Smith Wealth Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Sheets Smith Wealth Management’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
2025
Q3 		– Sell
-30,095
Closed -$1.53M – 421
2025
Q2 		$1.53M Buy
30,095
+890
+3% +$43.5K 0.18% 117
2025
Q1 		$1.5M Buy
+29,205
New +$1.57M 0.19% 117

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sheets Smith Wealth Management's PTLC Position: Q3 2025 in Review

Sheets Smith Wealth Management sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2025, closing a stake of 30,095 shares — an estimated $1.53M sold.

Sheets Smith Wealth Management first reported a position in PTLC in Q1 2025 and held it in 2 quarters. The position peaked at $1.53M in Q2 2025. 233 funds tracked by Wall St. Rank hold PTLC as of Q3 2025.

  • Sheets Smith Wealth Management reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 30,095 Pacer Trendpilot US Large Cap ETF shares in Q3 2025, an estimated $1.53M.
  • Sheets Smith Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2025 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $1.53M in Q2 2025.
  • 233 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.