AE Wealth Management
PTMC icon

AE Wealth Management’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

AE Wealth Management’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
2026
Q2 		$33.5K Buy
+800
New +$31.8K ﹤0.01% 2165
2025
Q3 		– Sell
-60
Closed -$2.09K – 2355
2025
Q2 		$2.09K Buy
+60
New +$2.08K ﹤0.01% 2044

Other funds holding PTMC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

AE Wealth Management's PTMC Position: Q2 2026 in Review

AE Wealth Management opened a new position in Pacer Trendpilot US Mid Cap ETF (PTMC) in Q2 2026: 800 shares worth $33.5K. The stake represents ﹤0.01% of the portfolio and ranks #2165 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in PTMC as recently as Q2 2025.

AE Wealth Management first reported a position in PTMC in Q2 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

  • AE Wealth Management held 800 shares of Pacer Trendpilot US Mid Cap ETF worth $33.5K as of Q2 2026.
  • Pacer Trendpilot US Mid Cap ETF was a new AE Wealth Management position in Q2 2026.
  • Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2165 holding.
  • AE Wealth Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q2 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.