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
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

DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
HWA
HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return