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 Q2	$119K	Hold	2,034	–	–	0.02%	396
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

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

Westside Investment Management's PTLC Position: Q2 2026 in Review

Westside Investment Management held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 2,034 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #396.

Westside Investment Management first reported a position in PTLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $179K in Q1 2024. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Westside Investment Management held 2,034 shares of Pacer Trendpilot US Large Cap ETF worth $119K as of Q2 2026.
Westside Investment Management left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #396 holding.
Westside Investment Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2023 and has held it in 11 quarters since.
Westside Investment Management's Pacer Trendpilot US Large Cap ETF position peaked at $179K in Q1 2024.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.