Bullock Wealth Management’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Bullock Wealth Management’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 Q2	$5.6M	Buy	+134,933	New	+$5.36M	2.43%	5

Other funds holding PTMC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Bullock Wealth Management's PTMC Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in Pacer Trendpilot US Mid Cap ETF (PTMC) in Q2 2026: 134,933 shares worth $5.6M. The stake represents 2.43% of the portfolio and ranks #5 among its holdings.

89 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

Bullock Wealth Management held 134,933 shares of Pacer Trendpilot US Mid Cap ETF worth $5.6M as of Q2 2026.
Pacer Trendpilot US Mid Cap ETF was a new Bullock Wealth Management position in Q2 2026.
Pacer Trendpilot US Mid Cap ETF made up 2.43% of Bullock Wealth Management's portfolio in Q2 2026, its #5 holding.
89 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.