WMWM
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Whitaker-Myers Wealth Managers’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Whitaker-Myers Wealth Managers’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
Q3 		$2.85M Sell
47,893
-829
-2% -$49.1K 0.46% 29
2026
Q2 		$2.84M Buy
48,722
+429
+0.9% +$24.3K 0.47% 27
2026
Q1 		$2.53M Sell
48,293
-1,304
-3% -$72.2K 0.51% 28
2025
Q4 		$2.76M Sell
49,597
-7,267
-13% -$404K 0.58% 24
2025
Q3 		$3.11M Sell
56,864
-8,450
-13% -$445K 0.68% 22
2025
Q2 		$3.32M Sell
65,314
-8,501
-12% -$416K 0.84% 18
2025
Q1 		$3.8M Buy
73,815
+333
+0.5% +$17.9K 1.07% 19
2024
Q4 		$3.93M Sell
73,482
-2,819
-4% -$152K 1.14% 19
2024
Q3 		$4.01M Buy
76,301
+3,353
+5% +$169K 1.33% 16
2024
Q2 		$3.63M Sell
72,948
-518
-0.7% -$24.7K 1.34% 16
2024
Q1 		$3.51M Buy
73,466
+453
+0.6% +$20.5K 1.48% 13
2023
Q4 		$3.16M Sell
73,013
-6,071
-8% -$250K 1.57% 13
2023
Q3 		$3.16M Buy
79,084
+700
+0.9% +$29K 1.96% 12
2023
Q2 		$3.24M Sell
78,384
-827
-1% -$32.3K 2.17% 11
2023
Q1 		$3.02M Buy
79,211
+198
+0.3% +$7.38K 2.33% 10
2022
Q4 		$2.96M Buy
+79,013
New +$2.98M 2.84% 8

Other funds holding PTLC

BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Whitaker-Myers Wealth Managers's PTLC Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 1.7% in Q3 2026, selling an estimated $49.1K and leaving 47,893 shares worth $2.85M. The position accounts for 0.46% of the portfolio, ranked #29.

Whitaker-Myers Wealth Managers first reported a position in PTLC in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.01M in Q3 2024. 16 funds tracked by Wall St. Rank hold PTLC as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 47,893 shares of Pacer Trendpilot US Large Cap ETF worth $2.85M as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 829 Pacer Trendpilot US Large Cap ETF shares in Q3 2026, an estimated $49.1K.
  • Pacer Trendpilot US Large Cap ETF made up 0.46% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #29 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Whitaker-Myers Wealth Managers's Pacer Trendpilot US Large Cap ETF position peaked at $4.01M in Q3 2024.
  • 16 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.