BWM
PTMC icon

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
+1,994
+1% +$79.3K 2.43% 5
2026
Q1 		$4.9M Sell
132,939
-6,338
-5% -$238K 2.46% 5
2025
Q4 		$4.97M Buy
139,277
+2,287
+2% +$82.1K 2.43% 6
2025
Q3 		$4.91M Sell
136,990
-13,884
-9% -$488K 2.44% 6
2025
Q2 		$5.27M Buy
150,874
+1,926
+1% +$66.9K 2.79% 6
2025
Q1 		$5.15M Buy
148,948
+8,484
+6% +$311K 2.88% 5
2024
Q4 		$5.18M Buy
140,464
+12,853
+10% +$491K 3.02% 4
2024
Q3 		$4.7M Buy
127,611
+8,199
+7% +$294K 2.83% 5
2024
Q2 		$4.12M Buy
119,412
+1,811
+2% +$63.1K 2.7% 5
2024
Q1 		$4.21M Buy
+117,601
New +$3.94M 2.82% 5

Other funds holding PTMC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $39.3B AUM 27.96% 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 $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MW
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 increased its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 1.5% in Q2 2026, buying an estimated $79.3K and bringing the position to 134,933 shares worth $5.6M. The position accounts for 2.43% of the portfolio, ranked #5.

Bullock Wealth Management first reported a position in PTMC in Q1 2024 and has held it in 10 quarters since. 88 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.
  • Bullock Wealth Management bought 1,994 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $79.3K.
  • Pacer Trendpilot US Mid Cap ETF made up 2.43% of Bullock Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Bullock Wealth Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 88 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.