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Cyndeo Wealth Partners’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Cyndeo Wealth Partners’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
Q1 		– Sell
-5,712
Closed -$204K – 513
2025
Q4 		$204K Hold
5,712
– – 0.01% 467
2025
Q3 		$205K Sell
5,712
-144
-2% -$5.06K 0.01% 458
2025
Q2 		$204K Buy
+5,856
New +$203K 0.01% 450

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pacer Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cyndeo Wealth Partners's PTMC Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2026, closing a stake of 5,712 shares — an estimated $204K sold.

Cyndeo Wealth Partners first reported a position in PTMC in Q2 2025 and held it in 3 quarters. The position peaked at $205K in Q3 2025. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

  • Cyndeo Wealth Partners reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 5,712 Pacer Trendpilot US Mid Cap ETF shares in Q1 2026, an estimated $204K.
  • Cyndeo Wealth Partners first reported a position in Pacer Trendpilot US Mid Cap ETF in Q2 2025 and held it in 3 quarters.
  • Cyndeo Wealth Partners's Pacer Trendpilot US Mid Cap ETF position peaked at $205K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.