WIM
PTLC icon

Westside Investment Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Westside Investment Management’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 		$107K Buy
2,034
+21
+1% +$1.16K 0.02% 398
2025
Q4 		$112K Hold
2,013
– – 0.02% 375
2025
Q3 		$110K Hold
2,013
– – 0.02% 378
2025
Q2 		$102K Hold
2,013
– – 0.02% 343
2025
Q1 		$104K Buy
2,013
+13
+0.7% +$697 0.02% 308
2024
Q4 		$107K Sell
2,000
-1,000
-33% -$53.9K 0.02% 305
2024
Q3 		$158K Hold
3,000
– – 0.03% 257
2024
Q2 		$149K Sell
3,000
-750
-20% -$35.8K 0.03% 258
2024
Q1 		$179K Sell
3,750
-250
-6% -$11.3K 0.04% 241
2023
Q4 		$173K Buy
+4,000
New +$165K 0.04% 225

Other funds holding PTLC

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.45B AUM 15.63% 1-Year Est. Return
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