Brinker Capital Investments’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Brinker Capital Investments’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
2025 Q1	–	Sell	-5,655	Closed	-$209K	–	1956
2024 Q4	$209K	Sell	5,655 -451	-7%	-$17.2K	﹤0.01%	1737
2024 Q3	$227K	Sell	6,106 -43	-0.7%	-$1.54K	﹤0.01%	1659
2024 Q2	$214K	Buy	+6,149	New	+$214K	﹤0.01%	1615
2019 Q2	–	Sell	-10,733	Closed	-$326K	–	957
2019 Q1	$326K	Hold	10,733	–	–	0.01%	305
2018 Q4	$331K	Sell	10,733 -614	-5%	-$19.2K	0.01%	289
2018 Q3	$378K	Hold	11,347	–	–	0.01%	254
2018 Q2	$366K	Hold	11,347	–	–	0.01%	276
2018 Q1	$350K	Hold	11,347	–	–	0.01%	266
2017 Q4	$353K	Hold	11,347	–	–	0.01%	277
2017 Q3	$336K	Buy	+11,347	New	+$325K	0.01%	255

Other funds holding PTMC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Brinker Capital Investments's PTMC Position: Q1 2025 in Review

Brinker Capital Investments sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2025, closing a stake of 5,655 shares — an estimated $209K sold.

Brinker Capital Investments first reported a position in PTMC in Q3 2017 and held it in 10 quarters. The position peaked at $378K in Q3 2018. 71 funds tracked by Wall St. Rank hold PTMC as of Q1 2025.

Brinker Capital Investments reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
Brinker Capital Investments sold 5,655 Pacer Trendpilot US Mid Cap ETF shares in Q1 2025, an estimated $209K.
Brinker Capital Investments first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2017 and held it in 10 quarters.
Brinker Capital Investments's Pacer Trendpilot US Mid Cap ETF position peaked at $378K in Q3 2018.
71 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2025.

Based on Brinker Capital Investments's 13F filing for Q1 2025, filed 1 Aug 2025.