Concurrent Investment Advisors’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Concurrent Investment Advisors’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	$488K	Sell	11,677 -1,377	-11%	-$54.7K	﹤0.01%	1416
2026 Q1	$477K	Hold	13,054	–	–	0.01%	1234
2025 Q4	$466K	Buy	13,054 +1,521	+13%	+$54.6K	0.01%	1178
2025 Q3	$413K	Sell	11,533 -232	-2%	-$8.16K	0.01%	1001
2025 Q2	$410K	Sell	11,765 -28	-0.2%	-$973	0.01%	926
2025 Q1	$408K	Sell	11,793 -233	-2%	-$8.55K	0.01%	805
2024 Q4	$444K	Hold	12,026	–	–	0.01%	705
2024 Q3	$446K	Hold	12,026	–	–	0.01%	651
2024 Q2	$418K	Buy	+12,026	New	+$419K	0.01%	646

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

Concurrent Investment Advisors's PTMC Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 11% in Q2 2026, selling an estimated $54.7K and leaving 11,677 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Concurrent Investment Advisors first reported a position in PTMC in Q2 2024 and has held it in 9 quarters since. 89 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

Concurrent Investment Advisors held 11,677 shares of Pacer Trendpilot US Mid Cap ETF worth $488K as of Q2 2026.
Concurrent Investment Advisors sold 1,377 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $54.7K.
Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1416 holding.
Concurrent Investment Advisors first reported a position in Pacer Trendpilot US Mid Cap ETF in Q2 2024 and has held it in 9 quarters since.
89 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.