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

SWS 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	$298K	Hold	5,107	–	–	0.06%	103
2026 Q1	$268K	Buy	5,107 +53	+1%	+$2.94K	0.07%	108
2025 Q4	$284K	Hold	5,054	–	–	0.07%	112
2025 Q3	$277K	Hold	5,054	–	–	0.07%	115
2025 Q2	$257K	Hold	5,054	–	–	0.07%	114
2025 Q1	$260K	Buy	5,054 +33	+0.7%	+$1.77K	0.09%	106
2024 Q4	$270K	Hold	5,021	–	–	0.08%	113
2024 Q3	$264K	Buy	5,021 +1	+0%	+$51	0.08%	110
2024 Q2	$250K	Hold	5,020	–	–	0.07%	109
2024 Q1	$240K	Buy	5,020 +58	+1%	+$2.63K	0.07%	111
2023 Q4	$215K	Buy	+4,962	New	+$204K	0.07%	112
2023 Q3	–	Sell	-4,962	Closed	-$205K	–	119
2023 Q2	$205K	Buy	+4,962	New	+$194K	0.07%	113

Other funds holding PTLC

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWS Partners's PTLC Position: Q2 2026 in Review

SWS Partners held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 5,107 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #103.

SWS Partners first reported a position in PTLC in Q2 2023 and has held it in 12 quarters since. 123 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

SWS Partners held 5,107 shares of Pacer Trendpilot US Large Cap ETF worth $298K as of Q2 2026.
SWS Partners left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up 0.06% of SWS Partners's portfolio in Q2 2026, its #103 holding.
SWS Partners first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2023 and has held it in 12 quarters since.
123 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

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