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

SVB Wealth’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
-340
Closed -$17.5K – 1338
2025
Q1 		$17.5K Buy
+340
New +$18.2K ﹤0.01% 779

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SVB Wealth's PTLC Position: Q2 2025 in Review

SVB Wealth sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2025, closing a stake of 340 shares — an estimated $17.5K sold.

SVB Wealth first reported a position in PTLC in Q1 2025 and held it in 1 quarter. The position peaked at $17.5K in Q1 2025. 235 funds tracked by Wall St. Rank hold PTLC as of Q2 2025.

  • SVB Wealth reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 340 Pacer Trendpilot US Large Cap ETF shares in Q2 2025, an estimated $17.5K.
  • SVB Wealth first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Pacer Trendpilot US Large Cap ETF position peaked at $17.5K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.