XF
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XML Financial’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

XML Financial’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 		$562K Buy
+9,648
New +$546K 0.04% 268
2026
Q1 		– Sell
-3,846
Closed -$214K – 455
2025
Q4 		$214K Hold
3,846
– – 0.02% 406
2025
Q3 		$211K Buy
+3,846
New +$202K 0.02% 365

Other funds holding PTLC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

XML Financial's PTLC Position: Q2 2026 in Review

XML Financial opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2026: 9,648 shares worth $562K. The stake represents 0.04% of the portfolio and ranks #268 among its holdings. This is a return to the name: XML Financial previously reported a position in PTLC as recently as Q4 2025.

XML Financial first reported a position in PTLC in Q3 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

  • XML Financial held 9,648 shares of Pacer Trendpilot US Large Cap ETF worth $562K as of Q2 2026.
  • Pacer Trendpilot US Large Cap ETF was a new XML Financial position in Q2 2026.
  • Pacer Trendpilot US Large Cap ETF made up 0.04% of XML Financial's portfolio in Q2 2026, its #268 holding.
  • XML Financial first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 247 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.