Capital Investment Advisory Services’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Capital Investment Advisory Services’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	$573K	Buy	13,699 +315	+2%	+$12.5K	0.04%	423
2026 Q1	$489K	Buy	13,384 +5,368	+67%	+$201K	0.04%	395
2025 Q4	$286K	Buy	8,016 +1,003	+14%	+$36K	0.02%	506
2025 Q3	$251K	Sell	7,013 -1,385	-16%	-$48.7K	0.02%	522
2025 Q2	$293K	Buy	8,398 +8,386	+69,883%	+$291K	0.02%	464
2025 Q1	$415	Buy	+12	New	+$440	﹤0.01%	988

Other funds holding PTMC

Morgan Stanley New York $1.89T AUM 35.08% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

Capital Investment Advisory Services's PTMC Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 2.4% in Q2 2026, buying an estimated $12.5K and bringing the position to 13,699 shares worth $573K. The position accounts for 0.04% of the portfolio, ranked #423.

Capital Investment Advisory Services first reported a position in PTMC in Q1 2025 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

Capital Investment Advisory Services held 13,699 shares of Pacer Trendpilot US Mid Cap ETF worth $573K as of Q2 2026.
Capital Investment Advisory Services bought 315 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $12.5K.
Pacer Trendpilot US Mid Cap ETF made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #423 holding.
Capital Investment Advisory Services first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
82 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.