B. Riley Wealth Advisors’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

B. Riley Wealth 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 Q2	$667K	Sell	16,086 -455	-3%	-$18.1K	0.04%	400
2026 Q1	$588K	Sell	16,541 -1,706	-9%	-$64K	0.04%	406
2025 Q4	$651K	Hold	18,247	–	–	0.03%	445
2025 Q3	$653K	Sell	18,247 -476	-3%	-$16.7K	0.03%	450
2025 Q2	$653K	Sell	18,723 -1,647	-8%	-$57.2K	0.03%	445
2025 Q1	$705K	Buy	+20,370	New	+$747K	0.02%	630
2022 Q4	–	Sell	-22,296	Closed	-$718K	–	1574
2022 Q3	$718K	Buy	+22,296	New	+$750K	0.02%	624

Other funds holding PTMC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

B. Riley Wealth Advisors's PTMC Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 2.8% in Q2 2026, selling an estimated $18.1K and leaving 16,086 shares worth $667K. The position accounts for 0.04% of the portfolio, ranked #400.

B. Riley Wealth Advisors first reported a position in PTMC in Q3 2022 and has held it in 7 quarters since. The position peaked at $718K in Q3 2022. 89 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

B. Riley Wealth Advisors held 16,086 shares of Pacer Trendpilot US Mid Cap ETF worth $667K as of Q2 2026.
B. Riley Wealth Advisors sold 455 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $18.1K.
Pacer Trendpilot US Mid Cap ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #400 holding.
B. Riley Wealth Advisors first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2022 and has held it in 7 quarters since.
B. Riley Wealth Advisors's Pacer Trendpilot US Mid Cap ETF position peaked at $718K in Q3 2022.
89 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.