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Aptus Capital Advisors’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Aptus Capital Advisors’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
Q1 		$21.5K Buy
+589
New +$22.1K ﹤0.01% 1385
2025
Q1 		– Sell
-721
Closed -$26.8K – 1490
2024
Q4 		$26.8K Buy
+721
New +$27.5K ﹤0.01% 1175

Other funds holding PTMC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Aptus Capital Advisors's PTMC Position: Q1 2026 in Review

Aptus Capital Advisors opened a new position in Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2026: 589 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #1385 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in PTMC as recently as Q4 2024.

Aptus Capital Advisors first reported a position in PTMC in Q4 2024 and has held it in 2 quarters since. The position peaked at $26.8K in Q4 2024. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

  • Aptus Capital Advisors held 589 shares of Pacer Trendpilot US Mid Cap ETF worth $21.5K as of Q1 2026.
  • Pacer Trendpilot US Mid Cap ETF was a new Aptus Capital Advisors position in Q1 2026.
  • Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1385 holding.
  • Aptus Capital Advisors first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • Aptus Capital Advisors's Pacer Trendpilot US Mid Cap ETF position peaked at $26.8K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.