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

Silverlake 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
2026 Q2	$551K	Buy	9,452 +11	+0.1%	+$622	0.1%	217
2026 Q1	$495K	Hold	9,441	–	–	0.1%	213
2025 Q4	$525K	Sell	9,441 -9	-0.1%	-$500	0.12%	191
2025 Q3	$517K	Hold	9,450	–	–	0.13%	181
2025 Q2	$480K	Hold	9,450	–	–	0.14%	173
2025 Q1	$486K	Sell	9,450 -353	-4%	-$18.9K	0.18%	135
2024 Q4	$524K	Hold	9,803	–	–	0.2%	124
2024 Q3	$515K	Hold	9,803	–	–	0.2%	124
2024 Q2	$488K	Hold	9,803	–	–	0.2%	123
2024 Q1	$468K	Sell	9,803 -375	-4%	-$17K	0.24%	106
2023 Q4	$440K	Buy	10,178 +624	+7%	+$25.7K	0.24%	107
2023 Q3	$382K	Hold	9,554	–	–	0.21%	130
2023 Q2	$395K	Sell	9,554 -500	-5%	-$19.5K	0.22%	118
2023 Q1	$383K	Hold	10,054	–	–	0.23%	115
2022 Q4	$377K	Hold	10,054	–	–	0.24%	111
2022 Q3	$379K	Hold	10,054	–	–	0.26%	101
2022 Q2	$378K	Buy	10,054 +266	+3%	+$10K	0.25%	107
2022 Q1	$380K	Sell	9,788 -630	-6%	-$24.5K	0.22%	128
2021 Q4	$433K	Buy	+10,418	New	+$420K	0.23%	111

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

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

Silverlake Wealth Management's PTLC Position: Q2 2026 in Review

Silverlake Wealth Management increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 0.12% in Q2 2026, buying an estimated $622 and bringing the position to 9,452 shares worth $551K. The position accounts for 0.1% of the portfolio, ranked #217.

Silverlake Wealth Management first reported a position in PTLC in Q4 2021 and has held it in 19 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Silverlake Wealth Management held 9,452 shares of Pacer Trendpilot US Large Cap ETF worth $551K as of Q2 2026.
Silverlake Wealth Management bought 11 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $622.
Pacer Trendpilot US Large Cap ETF made up 0.1% of Silverlake Wealth Management's portfolio in Q2 2026, its #217 holding.
Silverlake Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2021 and has held it in 19 quarters since.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.