WealthShield Partners’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.79M | Hold |
30,757
| – | – | 0.27% | 101 |
|
|
2026
Q1 | $1.61M | Sell |
30,757
-550
| -2% | -$30.5K | 0.18% | 142 |
|
|
2025
Q4 | $1.74M | Sell |
31,307
-612
| -2% | -$34K | 0.19% | 128 |
|
|
2025
Q3 | $1.75M | Sell |
31,919
-2,287
| -7% | -$120K | 0.2% | 127 |
|
|
2025
Q2 | $1.74M | Sell |
34,206
-3,200
| -9% | -$157K | 0.21% | 122 |
|
|
2025
Q1 | $1.92M | Sell |
37,406
-225
| -0.6% | -$12.1K | 0.25% | 109 |
|
|
2024
Q4 | $2.01M | Sell |
37,631
-11,392
| -23% | -$615K | 0.29% | 101 |
|
|
2024
Q3 | $2.58M | Buy |
49,023
+11,119
| +29% | +$562K | 0.35% | 84 |
|
|
2024
Q2 | $1.89M | Hold |
37,904
| – | – | 0.29% | 96 |
|
|
2024
Q1 | $1.81M | Hold |
37,904
| – | – | 0.29% | 97 |
|
|
2023
Q4 | $1.66M | Sell |
37,904
-4,294
| -10% | -$177K | 0.27% | 105 |
|
|
2023
Q3 | $1.69M | Sell |
42,198
-3,733
| -8% | -$155K | 0.25% | 108 |
|
|
2023
Q2 | $1.9M | Sell |
45,931
-2,990
| -6% | -$117K | 0.29% | 96 |
|
|
2023
Q1 | $1.86M | Sell |
48,921
-6,610
| -12% | -$246K | 0.3% | 90 |
|
|
2022
Q4 | $2.08M | Buy |
55,531
+5,161
| +10% | +$195K | 0.4% | 69 |
|
|
2022
Q3 | $1.9M | Buy |
50,370
+302
| +0.6% | +$11.4K | 0.38% | 70 |
|
|
2022
Q2 | $1.88M | Sell |
50,068
-993
| -2% | -$37.4K | 0.37% | 68 |
|
|
2022
Q1 | $1.98M | Hold |
51,061
| – | – | 0.32% | 75 |
|
|
2021
Q4 | $2.12M | Sell |
51,061
-210
| -0.4% | -$8.47K | 0.35% | 64 |
|
|
2021
Q3 | $1.93M | Sell |
51,271
-3,847
| -7% | -$149K | 0.52% | 49 |
|
|
2021
Q2 | $2.07M | Sell |
55,118
-5,002
| -8% | -$183K | 0.32% | 59 |
|
|
2021
Q1 | $2.09M | Sell |
60,120
-4,072
| -6% | -$137K | 0.38% | 66 |
|
|
2020
Q4 | $2.1M | Sell |
64,192
-7,848
| -11% | -$245K | 0.39% | 61 |
|
|
2020
Q3 | $2.13M | Sell |
72,040
-43,013
| -37% | -$1.25M | 0.75% | 34 |
|
|
2020
Q2 | $3.13M | Sell |
115,053
-6,945
| -6% | -$188K | 1.44% | 18 |
|
|
2020
Q1 | $3.29M | Sell |
121,998
-98,561
| -45% | -$3.15M | 2.02% | 13 |
|
|
2019
Q4 | $7.38M | Sell |
220,559
-9,684
| -4% | -$312K | 3.6% | 4 |
|
|
2019
Q3 | $7.15M | Buy |
230,243
+112,850
| +96% | +$3.48M | 3.79% | 5 |
|
|
2019
Q2 | $3.59M | Sell |
117,393
-107,004
| -48% | -$3.2M | 2.08% | 11 |
|
|
2019
Q1 | $6.59M | Buy |
224,397
+12,860
| +6% | +$372K | 3.69% | 4 |
|
|
2018
Q4 | $6.09M | Buy |
211,537
+126,379
| +148% | +$3.71M | 4.15% | 2 |
|
|
2018
Q3 | $2.68M | Buy |
85,158
+67,545
| +383% | +$2.08M | 1.53% | 14 |
|
|
2018
Q2 | $516K | Buy |
17,613
+15,975
| +975% | +$464K | 0.31% | 59 |
|
|
2018
Q1 | $46K | Buy |
+1,638
| New | +$48K | 0.03% | 154 |
|
Other funds holding PTLC
SWA
CIAS
WealthShield Partners's PTLC Position: Q2 2026 in Review
WealthShield Partners held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 30,757 shares worth $1.79M. The position accounts for 0.27% of the portfolio, ranked #101.
WealthShield Partners first reported a position in PTLC in Q1 2018 and has held it in 34 quarters since. The position peaked at $7.38M in Q4 2019. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.
- WealthShield Partners held 30,757 shares of Pacer Trendpilot US Large Cap ETF worth $1.79M as of Q2 2026.
- WealthShield Partners left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
- Pacer Trendpilot US Large Cap ETF made up 0.27% of WealthShield Partners's portfolio in Q2 2026, its #101 holding.
- WealthShield Partners first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2018 and has held it in 34 quarters since.
- WealthShield Partners's Pacer Trendpilot US Large Cap ETF position peaked at $7.38M in Q4 2019.
- 246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.
Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.