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

Stark 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 Q2	–	Sell	-16,020	Closed	-$824K	–	53
2025 Q1	$824K	Sell	16,020 -16,020	-50%	-$859K	8.49%	1
2024 Q4	$1.71M	Buy	+32,040	New	+$1.73M	1.26%	17

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

Stark Wealth Management's PTLC Position: Q2 2025 in Review

Stark Wealth Management sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2025, closing a stake of 16,020 shares — an estimated $824K sold.

Stark Wealth Management first reported a position in PTLC in Q4 2024 and held it in 2 quarters. The position peaked at $1.71M in Q4 2024. 235 funds tracked by Wall St. Rank hold PTLC as of Q2 2025.

Stark Wealth Management reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2025 after selling out during the quarter.
Stark Wealth Management sold 16,020 Pacer Trendpilot US Large Cap ETF shares in Q2 2025, an estimated $824K.
Stark Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and held it in 2 quarters.
Stark Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $1.71M in Q4 2024.
235 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2025.

Based on Stark Wealth Management's 13F filing for Q2 2025, filed 28 Aug 2025.