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 Q2	$10.9M	Buy	185,922 +19,643	+12%	+$1.11M	0.02%	636
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

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

Wealth Enhancement Advisory Services's PTLC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 12% in Q2 2026, buying an estimated $1.11M and bringing the position to 185,922 shares worth $10.9M. The position accounts for 0.02% of the portfolio, ranked #636.

Wealth Enhancement Advisory Services first reported a position in PTLC in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.6M in Q3 2024. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Wealth Enhancement Advisory Services held 185,922 shares of Pacer Trendpilot US Large Cap ETF worth $10.9M as of Q2 2026.
Wealth Enhancement Advisory Services bought 19,643 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $1.11M.
Pacer Trendpilot US Large Cap ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #636 holding.
Wealth Enhancement Advisory Services first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Pacer Trendpilot US Large Cap ETF position peaked at $12.6M in Q3 2024.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.