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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
Q3 		$605K Sell
15,479
-607
-4% -$24.8K 0.02% 509
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

BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

B. Riley Wealth Advisors's PTMC Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 3.8% in Q3 2026, selling an estimated $24.8K and leaving 15,479 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #509.

B. Riley Wealth Advisors first reported a position in PTMC in Q3 2022 and has held it in 8 quarters since. The position peaked at $718K in Q3 2022. 5 funds tracked by Wall St. Rank hold PTMC as of Q3 2026.

  • B. Riley Wealth Advisors held 15,479 shares of Pacer Trendpilot US Mid Cap ETF worth $605K as of Q3 2026.
  • B. Riley Wealth Advisors sold 607 Pacer Trendpilot US Mid Cap ETF shares in Q3 2026, an estimated $24.8K.
  • Pacer Trendpilot US Mid Cap ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #509 holding.
  • B. Riley Wealth Advisors first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2022 and has held it in 8 quarters since.
  • B. Riley Wealth Advisors's Pacer Trendpilot US Mid Cap ETF position peaked at $718K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.