Spire Wealth Management
PTLC icon

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

Spire 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
Q3 		$298K Sell
5,001
-600
-11% -$35.5K 0.01% 654
2026
Q2 		$326K Sell
5,601
-30
-0.5% -$1.7K 0.01% 654
2026
Q1 		$295K Hold
5,631
– – 0.01% 682
2025
Q4 		$313K Sell
5,631
-30
-0.5% -$1.67K 0.01% 664
2025
Q3 		$310K Sell
5,661
-4,970
-47% -$262K 0.01% 662
2025
Q2 		$540K Hold
10,631
– – 0.02% 487
2025
Q1 		$547K Hold
10,631
– – 0.02% 545
2024
Q4 		$568K Hold
10,631
– – 0.02% 517
2024
Q3 		$559K Sell
10,631
-30
-0.3% -$1.52K 0.02% 493
2024
Q2 		$530K Sell
10,661
-30
-0.3% -$1.43K 0.02% 476
2024
Q1 		$510K Sell
10,691
-400
-4% -$18.1K 0.01% 508
2023
Q4 		$487K Hold
11,091
– – 0.02% 523
2023
Q3 		$443K Hold
11,091
– – 0.02% 501
2023
Q2 		$458K Sell
11,091
-3,240
-23% -$126K 0.02% 511
2023
Q1 		$546K Buy
14,331
+6,209
+76% +$232K 0.02% 472
2022
Q4 		$304K Hold
8,122
– – 0.02% 456
2022
Q3 		$306K Sell
8,122
-8,501
-51% -$320K 0.02% 434
2022
Q2 		$624K Sell
16,623
-13,550
-45% -$511K 0.03% 420
2022
Q1 		$1.17M Sell
30,173
-3,951
-12% -$154K 0.03% 357
2021
Q4 		$1.42M Sell
34,124
-6,577
-16% -$265K 0.03% 376
2021
Q3 		$1.54M Sell
40,701
-630
-2% -$24.4K 0.04% 323
2021
Q2 		$1.55M Sell
41,331
-2,810
-6% -$103K 0.04% 332
2021
Q1 		$1.53M Buy
+44,141
New +$1.49M 0.04% 338

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Level Four Advisory Services
Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

Spire Wealth Management's PTLC Position: Q3 2026 in Review

Spire Wealth Management reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 11% in Q3 2026, selling an estimated $35.5K and leaving 5,001 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #654.

Spire Wealth Management first reported a position in PTLC in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.55M in Q2 2021. 189 funds tracked by Wall St. Rank hold PTLC as of Q3 2026.

  • Spire Wealth Management held 5,001 shares of Pacer Trendpilot US Large Cap ETF worth $298K as of Q3 2026.
  • Spire Wealth Management sold 600 Pacer Trendpilot US Large Cap ETF shares in Q3 2026, an estimated $35.5K.
  • Pacer Trendpilot US Large Cap ETF made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #654 holding.
  • Spire Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $1.55M in Q2 2021.
  • 189 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.