SFP
PTLC icon

Strategic Financial Partners’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Strategic Financial Partners’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 		$1.25M Buy
21,401
+50
+0.2% +$2.83K 0.47% 44
2026
Q1 		$1.12M Sell
21,351
-642
-3% -$35.6K 0.48% 39
2025
Q4 		$1.22M Buy
21,993
+470
+2% +$26.1K 0.53% 35
2025
Q3 		$1.18M Sell
21,523
-206
-0.9% -$10.8K 0.54% 34
2025
Q2 		$1.1M Sell
21,729
-15
-0.1% -$734 0.51% 33
2025
Q1 		$1.12M Sell
21,744
-255
-1% -$13.7K 0.59% 33
2024
Q4 		$1.18M Buy
21,999
+5
+0% +$270 0.6% 32
2024
Q3 		$1.16M Sell
21,994
-290
-1% -$14.7K 0.59% 31
2024
Q2 		$1.11M Sell
22,284
-83
-0.4% -$3.96K 0.61% 29
2024
Q1 		$1.07M Sell
22,367
-663
-3% -$30.1K 0.59% 32
2023
Q4 		$997K Sell
23,030
-240
-1% -$9.88K 0.58% 27
2023
Q3 		$930K Sell
23,270
-335
-1% -$13.9K 0.56% 27
2023
Q2 		$975K Sell
23,605
-154
-0.6% -$6.01K 0.56% 31
2023
Q1 		$905K Sell
23,759
-290
-1% -$10.8K 0.55% 30
2022
Q4 		$902K Sell
24,049
-601
-2% -$22.7K 0.55% 28
2022
Q3 		$928K Buy
24,650
+380
+2% +$14.3K 0.59% 20
2022
Q2 		$912K Sell
24,270
-190
-0.8% -$7.16K 0.53% 21
2022
Q1 		$950K Sell
24,460
-566
-2% -$22K 0.48% 27
2021
Q4 		$1.04M Sell
25,026
-191
-0.8% -$7.71K 0.51% 28
2021
Q3 		$951K Sell
25,217
-210
-0.8% -$8.13K 0.51% 26
2021
Q2 		$956K Sell
25,427
-80
-0.3% -$2.93K 0.53% 24
2021
Q1 		$886K Hold
25,507
– – 0.53% 25
2020
Q4 		$835K Sell
25,507
-191
-0.7% -$5.96K 0.55% 25
2020
Q3 		$759K Sell
25,698
-1,716
-6% -$50K 0.59% 26
2020
Q2 		$745K Sell
27,414
-3,385
-11% -$91.6K 0.62% 25
2020
Q1 		$832K Buy
30,799
+6,191
+25% +$198K 0.88% 21
2019
Q4 		$823K Buy
+24,608
New +$793K 0.67% 28

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Strategic Financial Partners's PTLC Position: Q2 2026 in Review

Strategic Financial Partners increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 0.23% in Q2 2026, buying an estimated $2.83K and bringing the position to 21,401 shares worth $1.25M. The position accounts for 0.47% of the portfolio, ranked #44.

Strategic Financial Partners first reported a position in PTLC in Q4 2019 and has held it in 27 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • Strategic Financial Partners held 21,401 shares of Pacer Trendpilot US Large Cap ETF worth $1.25M as of Q2 2026.
  • Strategic Financial Partners bought 50 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $2.83K.
  • Pacer Trendpilot US Large Cap ETF made up 0.47% of Strategic Financial Partners's portfolio in Q2 2026, its #44 holding.
  • Strategic Financial Partners first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.