SPC Financial Inc’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

SPC Financial Inc’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	$8.08M	Buy	147,569 +4,893	+3%	+$257K	0.63%	40
2025 Q2	$7.24M	Buy	142,676 +16,601	+13%	+$812K	0.61%	41
2025 Q1	$6.49M	Buy	126,075 +6,099	+5%	+$327K	0.57%	40
2024 Q4	$6.41M	Buy	119,976 +8,518	+8%	+$460K	0.56%	42
2024 Q3	$5.86M	Buy	111,458 +8,153	+8%	+$412K	0.52%	44
2024 Q2	$5.14M	Buy	103,305 +9,127	+10%	+$436K	0.48%	44
2024 Q1	$4.49M	Buy	94,178 +10,754	+13%	+$488K	0.42%	48
2023 Q4	$3.61M	Buy	83,424 +14,237	+21%	+$586K	0.37%	49
2023 Q3	$2.76M	Buy	69,187 +9,414	+16%	+$390K	0.31%	53
2023 Q2	$2.47M	Buy	59,773 +9,813	+20%	+$383K	0.27%	57
2023 Q1	$1.9M	Buy	49,960 +10,193	+26%	+$380K	0.22%	64
2022 Q4	$1.49M	Buy	39,767 +9,681	+32%	+$366K	0.18%	71
2022 Q3	$1.13M	Buy	30,086 +10,647	+55%	+$400K	0.14%	74
2022 Q2	$730K	Buy	19,439 +11,060	+132%	+$417K	0.09%	99
2022 Q1	$325K	Buy	+8,379	New	+$326K	0.04%	158

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

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

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

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

SPC Financial Inc's PTLC Position: Q3 2025 in Review

SPC Financial Inc increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 3.4% in Q3 2025, buying an estimated $257K and bringing the position to 147,569 shares worth $8.08M. The position accounts for 0.63% of the portfolio, ranked #40.

SPC Financial Inc first reported a position in PTLC in Q1 2022 and has held it in 15 quarters since. 233 funds tracked by Wall St. Rank hold PTLC as of Q3 2025.

SPC Financial Inc held 147,569 shares of Pacer Trendpilot US Large Cap ETF worth $8.08M as of Q3 2025.
SPC Financial Inc bought 4,893 Pacer Trendpilot US Large Cap ETF shares in Q3 2025, an estimated $257K.
Pacer Trendpilot US Large Cap ETF made up 0.63% of SPC Financial Inc's portfolio in Q3 2025, its #40 holding.
SPC Financial Inc first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2022 and has held it in 15 quarters since.
233 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.