Wealth Enhancement Advisory Services
PTLC icon

Wealth Enhancement Advisory Services’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Wealth Enhancement Advisory Services’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 		$8.76M Sell
166,279
-28,476
-15% -$1.58M 0.02% 646
2025
Q4 		$11M Buy
194,755
+9,574
+5% +$532K 0.01% 661
2025
Q3 		$10.2M Sell
185,181
-17,236
-9% -$907K 0.02% 651
2025
Q2 		$10.4M Sell
202,417
-3,416
-2% -$167K 0.02% 618
2025
Q1 		$10.6M Buy
205,833
+2,355
+1% +$126K 0.02% 562
2024
Q4 		$10.9M Sell
203,478
-36,426
-15% -$1.97M 0.02% 536
2024
Q3 		$12.6M Sell
239,904
-6,381
-3% -$323K 0.03% 456
2024
Q2 		$12.3M Sell
246,285
-13,629
-5% -$651K 0.03% 432
2024
Q1 		$12.4M Buy
259,914
+214
+0.1% +$9.7K 0.03% 413
2023
Q4 		$11.2M Buy
259,700
+61,570
+31% +$2.53M 0.03% 406
2023
Q3 		$7.92M Buy
+198,130
New +$8.21M 0.03% 463

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Raymond James Financial
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CIAS
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return