TNA
PTLC icon

True North Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

True North Advisors’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 		$489K Buy
8,396
+3,201
+62% +$181K 0.05% 180
2026
Q1 		$273K Hold
5,195
– – 0.03% 215
2025
Q4 		$289K Hold
5,195
– – 0.04% 214
2025
Q3 		$284K Hold
5,195
– – 0.05% 181
2025
Q2 		$264K Buy
+5,195
New +$254K 0.05% 197

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

True North Advisors's PTLC Position: Q2 2026 in Review

True North Advisors increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 62% in Q2 2026, buying an estimated $181K and bringing the position to 8,396 shares worth $489K. The position accounts for 0.05% of the portfolio, ranked #180.

True North Advisors first reported a position in PTLC in Q2 2025 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • True North Advisors held 8,396 shares of Pacer Trendpilot US Large Cap ETF worth $489K as of Q2 2026.
  • True North Advisors bought 3,201 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $181K.
  • Pacer Trendpilot US Large Cap ETF made up 0.05% of True North Advisors's portfolio in Q2 2026, its #180 holding.
  • True North Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.