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

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

Whitaker-Myers Wealth Managers's PTLC Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 0.89% in Q2 2026, buying an estimated $24.3K and bringing the position to 48,722 shares worth $2.84M. The position accounts for 0.47% of the portfolio, ranked #27.

Whitaker-Myers Wealth Managers first reported a position in PTLC in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.01M in Q3 2024. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Whitaker-Myers Wealth Managers held 48,722 shares of Pacer Trendpilot US Large Cap ETF worth $2.84M as of Q2 2026.
Whitaker-Myers Wealth Managers bought 429 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $24.3K.
Pacer Trendpilot US Large Cap ETF made up 0.47% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #27 holding.
Whitaker-Myers Wealth Managers first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2022 and has held it in 15 quarters since.
Whitaker-Myers Wealth Managers's Pacer Trendpilot US Large Cap ETF position peaked at $4.01M in Q3 2024.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.