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

Tempus Wealth Planning’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 		$221K Buy
+3,790
New +$214K 0.04% 265
2026
Q1 		– Sell
-3,790
Closed -$211K – 284
2025
Q4 		$211K Sell
3,790
-1,220
-24% -$67.8K 0.05% 267
2025
Q3 		$274K Sell
5,010
-130
-3% -$6.84K 0.06% 235
2025
Q2 		$261K Sell
5,140
-4,957
-49% -$242K 0.07% 226
2025
Q1 		$519K Buy
10,097
+11
+0.1% +$590 0.16% 147
2024
Q4 		$539K Hold
10,086
– – 0.16% 136
2024
Q3 		$530K Hold
10,086
– – 0.19% 122
2024
Q2 		$502K Buy
10,086
+300
+3% +$14.3K 0.21% 110
2024
Q1 		$467K Hold
9,786
– – 0.21% 117
2023
Q4 		$423K Buy
9,786
+1,000
+11% +$41.2K 0.19% 115
2023
Q3 		$351K Sell
8,786
-100
-1% -$4.14K 0.18% 111
2023
Q2 		$367K Buy
8,886
+60
+0.7% +$2.34K 0.17% 128
2023
Q1 		$336K Sell
8,826
-2,575
-23% -$96K 0.16% 120
2022
Q4 		$427K Sell
11,401
-5,096
-31% -$192K 0.26% 104
2022
Q3 		$621K Buy
16,497
+900
+6% +$33.8K 0.41% 69
2022
Q2 		$586K Hold
15,597
– – 0.48% 61
2022
Q1 		$606K Sell
15,597
-813
-5% -$31.7K 0.43% 62
2021
Q4 		$682K Sell
16,410
-25
-0.2% -$1.01K 0.37% 75
2021
Q3 		$620K Sell
16,435
-75
-0.5% -$2.9K 0.35% 75
2021
Q2 		$621K Buy
16,510
+1,272
+8% +$46.5K 0.41% 70
2021
Q1 		$529K Buy
15,238
+1,260
+9% +$42.5K 0.56% 43
2020
Q4 		$457K Hold
13,978
– – 0.59% 34
2020
Q3 		$413K Buy
13,978
+100
+0.7% +$2.91K 0.6% 33
2020
Q2 		$377K Buy
13,878
+3,075
+28% +$83.2K 0.56% 37
2020
Q1 		$292K Buy
10,803
+150
+1% +$4.79K 0.48% 45
2019
Q4 		$356K Buy
+10,653
New +$343K 0.31% 48

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

Tempus Wealth Planning's PTLC Position: Q2 2026 in Review

Tempus Wealth Planning opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026: 3,790 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #265 among its holdings. This is a return to the name: Tempus Wealth Planning previously reported a position in PTLC as recently as Q4 2025.

Tempus Wealth Planning first reported a position in PTLC in Q4 2019 and has held it in 26 quarters since. The position peaked at $682K in Q4 2021. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • Tempus Wealth Planning held 3,790 shares of Pacer Trendpilot US Large Cap ETF worth $221K as of Q2 2026.
  • Pacer Trendpilot US Large Cap ETF was a new Tempus Wealth Planning position in Q2 2026.
  • Pacer Trendpilot US Large Cap ETF made up 0.04% of Tempus Wealth Planning's portfolio in Q2 2026, its #265 holding.
  • Tempus Wealth Planning first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Tempus Wealth Planning's Pacer Trendpilot US Large Cap ETF position peaked at $682K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.