AAS
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Avantax Advisory Services’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Avantax Advisory Services’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
Q2 		$6.04M Buy
173,212
+37,741
+28% +$1.31M 0.03% 395
2025
Q1 		$4.69M Buy
135,471
+8,052
+6% +$295K 0.03% 432
2024
Q4 		$4.7M Buy
127,419
+6,096
+5% +$233K 0.03% 414
2024
Q3 		$4.5M Sell
121,323
-16,939
-12% -$607K 0.03% 414
2024
Q2 		$4.81M Sell
138,262
-43,834
-24% -$1.53M 0.03% 384
2024
Q1 		$6.56M Buy
182,096
+273
+0.2% +$9.15K 0.06% 246
2023
Q4 		$5.97M Buy
181,823
+161,359
+789% +$5.07M 0.06% 242
2023
Q3 		$646K Buy
20,464
+7,011
+52% +$231K 0.01% 845
2023
Q2 		$443K Buy
13,453
+656
+5% +$21K 0.01% 993
2023
Q1 		$406K Sell
12,797
-14,469
-53% -$475K 0.01% 1002
2022
Q4 		$851K Sell
27,266
-485
-2% -$15.6K 0.01% 684
2022
Q3 		$892K Sell
27,751
-5,417
-16% -$182K 0.01% 592
2022
Q2 		$1.15M Buy
+33,168
New +$1.15M 0.02% 508
2022
Q1 		– Sell
-8,151
Closed -$298K – 1349
2021
Q4 		$298K Buy
8,151
+1
+0% +$36 ﹤0.01% 980
2021
Q3 		$285K Hold
8,150
– – ﹤0.01% 946
2021
Q2 		$289K Buy
+8,150
New +$289K 0.01% 919
2021
Q1 		– Sell
-7,885
Closed -$257K – 1068
2020
Q4 		$257K Sell
7,885
-41,567
-84% -$1.28M 0.01% 789
2020
Q3 		$1.35M Buy
49,452
+34,883
+239% +$966K 0.02% 445
2020
Q2 		$400K Sell
14,569
-1,146
-7% -$32.2K 0.01% 539
2020
Q1 		$444K Sell
15,715
-1,166
-7% -$34.7K 0.01% 464
2019
Q4 		$517K Buy
+16,881
New +$504K 0.01% 467

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
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
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 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

Avantax Advisory Services's PTMC Position: Q2 2025 in Review

Avantax Advisory Services increased its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 28% in Q2 2025, buying an estimated $1.31M and bringing the position to 173,212 shares worth $6.04M. The position accounts for 0.03% of the portfolio, ranked #395.

Avantax Advisory Services first reported a position in PTMC in Q4 2019 and has held it in 21 quarters since. The position peaked at $6.56M in Q1 2024. 80 funds tracked by Wall St. Rank hold PTMC as of Q2 2025.

  • Avantax Advisory Services held 173,212 shares of Pacer Trendpilot US Mid Cap ETF worth $6.04M as of Q2 2025.
  • Avantax Advisory Services bought 37,741 Pacer Trendpilot US Mid Cap ETF shares in Q2 2025, an estimated $1.31M.
  • Pacer Trendpilot US Mid Cap ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #395 holding.
  • Avantax Advisory Services first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2019 and has held it in 21 quarters since.
  • Avantax Advisory Services's Pacer Trendpilot US Mid Cap ETF position peaked at $6.56M in Q1 2024.
  • 80 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.