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

Tortuga 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
2026
Q1 		$1.09M Sell
20,788
-172
-0.8% -$9.53K 1.02% 26
2025
Q4 		$1.16M Buy
+20,960
New +$1.16M 1.23% 21

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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
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 $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tortuga Wealth Management's PTLC Position: Q1 2026 in Review

Tortuga Wealth Management reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 0.82% in Q1 2026, selling an estimated $9.53K and leaving 20,788 shares worth $1.09M. The position accounts for 1.02% of the portfolio, ranked #26.

Tortuga Wealth Management first reported a position in PTLC in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.16M in Q4 2025. 247 funds tracked by Wall St. Rank hold PTLC as of Q1 2026.

  • Tortuga Wealth Management held 20,788 shares of Pacer Trendpilot US Large Cap ETF worth $1.09M as of Q1 2026.
  • Tortuga Wealth Management sold 172 Pacer Trendpilot US Large Cap ETF shares in Q1 2026, an estimated $9.53K.
  • Pacer Trendpilot US Large Cap ETF made up 1.02% of Tortuga Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Tortuga Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Tortuga Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $1.16M in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.