Carson Wealth (CWM LLC)’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Carson Wealth (CWM LLC)’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 Q3	–	Sell	-192	Closed	-$7K	–	5486
2025 Q2	$7K	Hold	192	–	–	﹤0.01%	4481
2025 Q1	$7K	Buy	+192	New	+$7.04K	﹤0.01%	4309
2023 Q3	–	Sell	-351	Closed	-$12K	–	4474
2023 Q2	$12K	Buy	+351	New	+$11.2K	﹤0.01%	2987
2022 Q3	–	Sell	-287	Closed	-$10K	–	4134
2022 Q2	$10K	Hold	287	–	–	﹤0.01%	2597
2022 Q1	$10K	Hold	287	–	–	﹤0.01%	2489
2021 Q4	$10K	Buy	+287	New	+$10.4K	﹤0.01%	2359
2021 Q2	$10K	Hold	287	–	–	﹤0.01%	2113
2021 Q1	$10K	Hold	287	–	–	﹤0.01%	2112
2020 Q4	$10K	Hold	287	–	–	﹤0.01%	2112
2020 Q3	$10K	Hold	287	–	–	﹤0.01%	2111
2020 Q2	$10K	Hold	287	–	–	﹤0.01%	2111
2020 Q1	$10K	Hold	287	–	–	﹤0.01%	2111
2019 Q4	$10K	Hold	287	–	–	﹤0.01%	2111
2019 Q3	$10K	Hold	287	–	–	﹤0.01%	2111
2019 Q2	$10K	Hold	287	–	–	﹤0.01%	2111
2019 Q1	$10K	Buy	+287	New	+$8.8K	﹤0.01%	2111

Other funds holding PTMC

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s PTMC Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2025, closing a stake of 192 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in PTMC in Q1 2019 and held it in 16 quarters. The position peaked at $12K in Q2 2023. 77 funds tracked by Wall St. Rank hold PTMC as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 192 Pacer Trendpilot US Mid Cap ETF shares in Q3 2025, an estimated $7K.
Carson Wealth (CWM LLC) first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2019 and held it in 16 quarters.
Carson Wealth (CWM LLC)'s Pacer Trendpilot US Mid Cap ETF position peaked at $12K in Q2 2023.
77 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.