Sittner & Nelson’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Sittner & Nelson’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 Q2	–	Sell	-857	Closed	-$44.1K	–	513
2025 Q1	$44.1K	Hold	857	–	–	0.02%	250
2024 Q4	$45.8K	Buy	+857	New	+$46.2K	0.02%	236

Other funds holding PTLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sittner & Nelson's PTLC Position: Q2 2025 in Review

Sittner & Nelson sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2025, closing a stake of 857 shares — an estimated $44.1K sold.

Sittner & Nelson first reported a position in PTLC in Q4 2024 and held it in 2 quarters. The position peaked at $45.8K in Q4 2024. 235 funds tracked by Wall St. Rank hold PTLC as of Q2 2025.

Sittner & Nelson reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2025 after selling out during the quarter.
Sittner & Nelson sold 857 Pacer Trendpilot US Large Cap ETF shares in Q2 2025, an estimated $44.1K.
Sittner & Nelson first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and held it in 2 quarters.
Sittner & Nelson's Pacer Trendpilot US Large Cap ETF position peaked at $45.8K in Q4 2024.
235 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2025.

Based on Sittner & Nelson's 13F filing for Q2 2025, filed 8 Aug 2025.