Welch Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Welch Group’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	$793K	Hold	13,613	–	–	0.03%	146
2026 Q1	$714K	Sell	13,613 -2,625	-16%	-$145K	0.03%	143
2025 Q4	$903K	Sell	16,238 -327	-2%	-$18.2K	0.03%	126
2025 Q3	$907K	Buy	16,565 +195	+1%	+$10.3K	0.04%	126
2025 Q2	$831K	Sell	16,370 -102	-0.6%	-$4.99K	0.03%	112
2025 Q1	$845K	Sell	16,472 -1,127	-6%	-$60.4K	0.04%	105
2024 Q4	$945K	Hold	17,599	–	–	0.04%	103
2024 Q3	$925K	Sell	17,599 -3,008	-15%	-$152K	0.04%	106
2024 Q2	$1.03M	Sell	20,607 -200	-1%	-$9.55K	0.05%	96
2024 Q1	$993K	Sell	20,807 -1,515	-7%	-$68.7K	0.05%	86
2023 Q4	$966K	Sell	22,322 -223	-1%	-$9.18K	0.05%	92
2023 Q3	$901K	Hold	22,545	–	–	0.05%	86
2023 Q2	$931K	Sell	22,545 -370	-2%	-$14.4K	0.05%	84
2023 Q1	$872K	Buy	+22,915	New	+$855K	0.05%	86

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

Welch Group's PTLC Position: Q2 2026 in Review

Welch Group held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 13,613 shares worth $793K. The position accounts for 0.03% of the portfolio, ranked #146.

Welch Group first reported a position in PTLC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.03M in Q2 2024. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Welch Group held 13,613 shares of Pacer Trendpilot US Large Cap ETF worth $793K as of Q2 2026.
Welch Group left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up 0.03% of Welch Group's portfolio in Q2 2026, its #146 holding.
Welch Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2023 and has held it in 14 quarters since.
Welch Group's Pacer Trendpilot US Large Cap ETF position peaked at $1.03M in Q2 2024.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.