XY Planning Network’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

XY Planning Network’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	$674K	Hold	11,574	–	–	0.08%	177
2026 Q1	$609K	Sell	11,574 -19,335	-63%	-$1.07M	0.1%	172
2025 Q4	$1.72M	Buy	30,909 +16,032	+108%	+$891K	0.3%	83
2025 Q3	$755K	Hold	14,877	–	–	0.26%	87
2025 Q2	$755K	Buy	14,877 +6,543	+79%	+$320K	0.26%	87
2025 Q1	$429K	Buy	8,334 +5	+0.1%	+$268	0.29%	71
2024 Q4	$445K	Buy	+8,329	New	+$449K	0.33%	57

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

XY Planning Network's PTLC Position: Q2 2026 in Review

XY Planning Network held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q2 2026 at 11,574 shares worth $674K. The position accounts for 0.08% of the portfolio, ranked #177.

XY Planning Network first reported a position in PTLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q4 2025. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

XY Planning Network held 11,574 shares of Pacer Trendpilot US Large Cap ETF worth $674K as of Q2 2026.
XY Planning Network left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Large Cap ETF made up 0.08% of XY Planning Network's portfolio in Q2 2026, its #177 holding.
XY Planning Network first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
XY Planning Network's Pacer Trendpilot US Large Cap ETF position peaked at $1.72M in Q4 2025.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.