AF
PTMC icon

Allworth Financial’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Allworth Financial’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
Q4 		– Sell
-245
Closed -$8.77K – 5236
2025
Q3 		$8.77K Buy
+245
New +$8.62K ﹤0.01% 3223
2022
Q4 		– Sell
-500
Closed -$16K – 3158
2022
Q3 		$16K Buy
+500
New +$16.8K ﹤0.01% 1393

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allworth Financial's PTMC Position: Q4 2025 in Review

Allworth Financial sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q4 2025, closing a stake of 245 shares — an estimated $8.77K sold.

Allworth Financial first reported a position in PTMC in Q3 2022 and held it in 2 quarters. The position peaked at $16K in Q3 2022. 76 funds tracked by Wall St. Rank hold PTMC as of Q4 2025.

  • Allworth Financial reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 245 Pacer Trendpilot US Mid Cap ETF shares in Q4 2025, an estimated $8.77K.
  • Allworth Financial first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2022 and held it in 2 quarters.
  • Allworth Financial's Pacer Trendpilot US Mid Cap ETF position peaked at $16K in Q3 2022.
  • 76 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.