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Advisor Resource Council’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Advisor Resource Council’s Portfolio PTMC Stock Details PTMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,141
Closed -$423K – 144
2025
Q2 		$423K Sell
12,141
-6,537
-35% -$227K 0.17% 98
2025
Q1 		$646K Sell
18,678
-6,704
-26% -$246K 0.05% 317
2024
Q4 		$936K Buy
+25,382
New +$970K 0.67% 17
2024
Q3 		– Sell
-13,626
Closed -$474K – 257
2024
Q2 		$474K Sell
13,626
-40
-0.3% -$1.39K 0.87% 14
2024
Q1 		$492K Buy
13,666
+5,573
+69% +$187K 0.21% 116
2023
Q4 		$266K Sell
8,093
-6,793
-46% -$213K 0.03% 369
2023
Q3 		$470K Buy
14,886
+1,440
+11% +$47.4K 0.24% 76
2023
Q2 		$443K Buy
13,446
+505
+4% +$16.1K 0.2% 89
2023
Q1 		$411K Buy
12,941
+100
+0.8% +$3.28K 0.1% 180
2022
Q4 		$401K Sell
12,841
-375
-3% -$12K 0.19% 92
2022
Q3 		$425K Sell
13,216
-10,033
-43% -$337K 0.29% 90
2022
Q2 		$803K Buy
23,249
+9,605
+70% +$332K 0.07% 219
2022
Q1 		$471K Sell
13,644
-10,605
-44% -$370K 0.14% 136
2021
Q4 		$886K Sell
24,249
-5,519
-19% -$200K 0.07% 254
2021
Q3 		$1.05M Buy
29,768
+5,612
+23% +$199K 0.32% 89
2021
Q2 		$857K Buy
+24,156
New +$858K 0.09% 226

Other funds holding PTMC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisor Resource Council's PTMC Position: Q3 2025 in Review

Advisor Resource Council sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2025, closing a stake of 12,141 shares — an estimated $423K sold.

Advisor Resource Council first reported a position in PTMC in Q2 2021 and held it in 16 quarters. The position peaked at $1.05M in Q3 2021. 77 funds tracked by Wall St. Rank hold PTMC as of Q3 2025.

  • Advisor Resource Council reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Advisor Resource Council sold 12,141 Pacer Trendpilot US Mid Cap ETF shares in Q3 2025, an estimated $423K.
  • Advisor Resource Council first reported a position in Pacer Trendpilot US Mid Cap ETF in Q2 2021 and held it in 16 quarters.
  • Advisor Resource Council's Pacer Trendpilot US Mid Cap ETF position peaked at $1.05M in Q3 2021.
  • 77 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.