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BankPlus Trust Department’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

BankPlus Trust Department’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 		– Sell
-521
Closed -$18.6K – 483
2025
Q4 		$18.6K Buy
+521
New +$18.7K ﹤0.01% 328

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 $377B AUM 19.32% 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 $252M AUM 14.6% 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 $38.8B AUM 21.88% 1-Year Est. Return

BankPlus Trust Department's PTMC Position: Q1 2026 in Review

BankPlus Trust Department sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2026, closing a stake of 521 shares — an estimated $18.6K sold.

BankPlus Trust Department first reported a position in PTMC in Q4 2025 and held it in 1 quarter. The position peaked at $18.6K in Q4 2025. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

  • BankPlus Trust Department reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • BankPlus Trust Department sold 521 Pacer Trendpilot US Mid Cap ETF shares in Q1 2026, an estimated $18.6K.
  • BankPlus Trust Department first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2025 and held it in 1 quarter.
  • BankPlus Trust Department's Pacer Trendpilot US Mid Cap ETF position peaked at $18.6K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.