World Investment Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

World Investment Advisors’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	$601K	Sell	11,465 -1,428	-11%	-$80.8K	0.01%	878
2026 Q1	$676K	Buy	12,893 +184	+1%	+$10.2K	0.01%	855
2025 Q4	$706K	Buy	12,709 +1,417	+13%	+$78.7K	0.01%	803
2025 Q3	$618K	Hold	11,292	–	–	0.01%	711
2025 Q2	$573K	Hold	11,292	–	–	0.01%	686
2025 Q1	$581K	Buy	11,292 +374	+3%	+$20K	0.02%	651
2024 Q4	$583K	Buy	10,918 +3,411	+45%	+$184K	0.02%	625
2024 Q3	$394K	Buy	+7,507	New	+$379K	0.01%	651

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

World Investment Advisors's PTLC Position: Q2 2026 in Review

World Investment Advisors reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 11% in Q2 2026, selling an estimated $80.8K and leaving 11,465 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #878.

World Investment Advisors first reported a position in PTLC in Q3 2024 and has held it in 8 quarters since. The position peaked at $706K in Q4 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

World Investment Advisors held 11,465 shares of Pacer Trendpilot US Large Cap ETF worth $601K as of Q2 2026.
World Investment Advisors sold 1,428 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $80.8K.
Pacer Trendpilot US Large Cap ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #878 holding.
World Investment Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $706K in Q4 2025.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.