Bank of Montreal
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Bank of Montreal’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Bank of Montreal’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
Q1 		$14.4K Hold
394
– – ﹤0.01% 3520
2025
Q4 		$14.1K Sell
394
-972
-71% -$34.9K ﹤0.01% 3390
2025
Q3 		$48.9K Hold
1,366
– – ﹤0.01% 3128
2025
Q2 		$47.6K Hold
1,366
– – ﹤0.01% 3149
2025
Q1 		$47.3K Hold
1,366
– – ﹤0.01% 3078
2024
Q4 		$50.4K Sell
1,366
-892
-40% -$34.1K ﹤0.01% 3105
2024
Q3 		$83.8K Hold
2,258
– – ﹤0.01% 3296
2024
Q2 		$79.3K Hold
2,258
– – ﹤0.01% 3309
2024
Q1 		$81.6K Hold
2,258
– – ﹤0.01% 3332
2023
Q4 		$69.3K Sell
2,258
-1,150
-34% -$36.1K ﹤0.01% 3478
2023
Q3 		$114K Sell
3,408
-344
-9% -$11.3K ﹤0.01% 3244
2023
Q2 		$121K Buy
3,752
+2,802
+295% +$89.6K ﹤0.01% 3395
2023
Q1 		$30.2K Sell
950
-200,465
-100% -$6.58M ﹤0.01% 3457
2022
Q4 		$6.29M Buy
201,415
+26,646
+15% +$856K ﹤0.01% 1185
2022
Q3 		$5.62K Buy
+174,769
New +$5.88M ﹤0.01% 1290
2022
Q2 		– Sell
-196,778
Closed -$6.8M – 4368
2022
Q1 		$6.8M Buy
+196,778
New +$6.87M ﹤0.01% 1345
2020
Q2 		– Sell
-1,272
Closed -$36K – 4789
2020
Q1 		$36K Buy
+1,272
New +$37.8K ﹤0.01% 3028

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of Montreal's PTMC Position: Q1 2026 in Review

Bank of Montreal held its Pacer Trendpilot US Mid Cap ETF (PTMC) position steady in Q1 2026 at 394 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3520.

Bank of Montreal first reported a position in PTMC in Q1 2020 and has held it in 17 quarters since. The position peaked at $6.8M in Q1 2022. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

  • Bank of Montreal held 394 shares of Pacer Trendpilot US Mid Cap ETF worth $14.4K as of Q1 2026.
  • Bank of Montreal left its Pacer Trendpilot US Mid Cap ETF share count unchanged in Q1 2026.
  • Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3520 holding.
  • Bank of Montreal first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2020 and has held it in 17 quarters since.
  • Bank of Montreal's Pacer Trendpilot US Mid Cap ETF position peaked at $6.8M in Q1 2022.
  • 85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.