AssetMark Inc
PTMC icon

AssetMark Inc’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

AssetMark Inc’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 		$134K Buy
3,199
+1,290
+68% +$51.3K ﹤0.01% 1550
2026
Q1 		$69.8K Buy
1,909
+144
+8% +$5.4K ﹤0.01% 1646
2025
Q4 		$63K Sell
1,765
-1,096
-38% -$39.3K ﹤0.01% 1636
2025
Q3 		$102K Buy
2,861
+1,055
+58% +$37.1K ﹤0.01% 1436
2025
Q2 		$63K Buy
1,806
+878
+95% +$30.5K ﹤0.01% 1484
2025
Q1 		$32.1K Buy
+928
New +$34.1K ﹤0.01% 1567

Other funds holding PTMC

IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
BMCM
Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.29B AUM 26.05% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc's PTMC Position: Q2 2026 in Review

AssetMark Inc increased its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 68% in Q2 2026, buying an estimated $51.3K and bringing the position to 3,199 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

AssetMark Inc first reported a position in PTMC in Q1 2025 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

  • AssetMark Inc held 3,199 shares of Pacer Trendpilot US Mid Cap ETF worth $134K as of Q2 2026.
  • AssetMark Inc bought 1,290 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $51.3K.
  • Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1550 holding.
  • AssetMark Inc first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 34 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.