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

WCG Wealth 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	$952K	Sell	16,349 -678	-4%	-$38.4K	0.02%	414
2026 Q1	$893K	Buy	17,027 +3,133	+23%	+$174K	0.03%	392
2025 Q4	$772K	Sell	13,894 -1,884	-12%	-$105K	0.02%	393
2025 Q3	$864K	Sell	15,778 -2,650	-14%	-$139K	0.05%	247
2025 Q2	$935K	Sell	18,428 -1,219	-6%	-$59.6K	0.06%	235
2025 Q1	$1.01M	Sell	19,647 -87	-0.4%	-$4.66K	0.08%	199
2024 Q4	$1.05M	Sell	19,734 -2,768	-12%	-$149K	0.07%	207
2024 Q3	$1.18M	Sell	22,502 -1,677	-7%	-$84.8K	0.08%	208
2024 Q2	$1.2M	Sell	24,179 -2,869	-11%	-$137K	0.09%	181
2024 Q1	$1.29M	Sell	27,048 -83,912	-76%	-$3.8M	0.11%	163
2023 Q4	$4.8M	Buy	110,960 +3,717	+3%	+$153K	0.35%	73
2023 Q3	$4.29M	Buy	+107,243	New	+$4.44M	0.31%	78

Other funds holding PTLC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WCG Wealth Advisors's PTLC Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 4% in Q2 2026, selling an estimated $38.4K and leaving 16,349 shares worth $952K. The position accounts for 0.02% of the portfolio, ranked #414.

WCG Wealth Advisors first reported a position in PTLC in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.8M in Q4 2023. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

WCG Wealth Advisors held 16,349 shares of Pacer Trendpilot US Large Cap ETF worth $952K as of Q2 2026.
WCG Wealth Advisors sold 678 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $38.4K.
Pacer Trendpilot US Large Cap ETF made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #414 holding.
WCG Wealth Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2023 and has held it in 12 quarters since.
WCG Wealth Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $4.8M in Q4 2023.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.