B. Riley Wealth Advisors’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History
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 | Buy |
+18,723
| New | +$651K | 0.03% | 445 |
|
|
2022
Q4 | – | Sell |
-22,296
| Closed | -$718K | – | 1574 |
|
|
2022
Q3 | $718K | Buy |
+22,296
| New | +$750K | 0.02% | 624 |
|