Steward Partners Investment Advisory, LLC

Position in PTLC — Pacer Trendpilot US Large Cap ETF

CIK 1723397 STAMFORD, CT

All Filings in PTLC

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-09-30 PTLC	$8,881,141	162,183	-0.3%	Shares	Sole	2025-11-12
2025-06-30 PTLC	$8,261,291	162,752	+8.5%	Shares	Sole	2025-08-12
2025-03-31 PTLC	$7,717,242	149,995	+1.7%	Shares	Sole	2025-05-13
2024-12-31 PTLC	$7,885,178	147,552	-2.7%	Shares	Sole	2025-02-06
2024-09-30 PTLC	$7,971,519	151,694	-31.3%	Shares	Sole	2024-11-14
2024-06-30 PTLC	$10,988,252	220,825	+1.8%	Shares	Sole	2024-08-08
2024-03-31 PTLC	$10,355,430	217,004	-5.2%	Shares	Sole	2024-05-15
2023-12-31 PTLC	$9,900,435	228,806	+2.7%	Shares	Sole	2024-02-12
2023-09-30 PTLC	$8,898,772	222,692	-20.0%	Shares	Sole	2023-11-13
2023-06-30 PTLC	$11,491,725	278,250	-4.3%	Shares	Sole	2023-08-14
2023-03-31 PTLC	$11,074,372	290,895	-0.4%	Shares	Sole	2023-05-15
2022-12-31 PTLC	$10,949,066	292,053	+35.4%	Shares	Sole	2023-02-15
2022-09-30 PTLC	$8,120,814	215,635	+44.9%	Shares	Sole	2022-11-10
2022-06-30 PTLC	$5,589,829	148,824	+19.0%	Shares	Sole	2022-08-04
2022-03-31 PTLC	$4,857,097	125,054	-9.2%	Shares	Sole	2022-05-02
2021-12-31 PTLC	$5,719,808	137,694	-4.2%	Shares	Sole	2022-02-08
2021-09-30 PTLC	$5,421,235	143,685	-4.5%	Shares	Sole	2021-11-12
2021-06-30 PTLC	$5,654,400	150,383	-5.4%	Shares	Sole	2021-08-13
2021-03-31 PTLC	$5,524,111	159,013	+1.2%	Shares	Sole	2021-05-14
2020-12-31 PTLC	$5,142,111	157,155	+1.7%	Shares	Sole	2021-02-11
2020-09-30 PTLC	$4,562,768	154,513	-18.5%	Shares	Sole	2020-10-30
2020-06-30 PTLC	$5,155,930	189,626	-69.1%	Shares	Sole	2020-08-06
2020-03-31 PTLC	$16,588,272	614,153	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.