EverSource Wealth Advisors’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

EverSource Wealth 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	$43.8K	Hold	1,047	–	–	﹤0.01%	1860
2026 Q1	$38.3K	Buy	1,047 +19	+2%	+$713	﹤0.01%	2083
2025 Q4	$36.7K	Hold	1,028	–	–	﹤0.01%	1966
2025 Q3	$36.8K	Hold	1,028	–	–	﹤0.01%	1922
2025 Q2	$35.9K	Hold	1,028	–	–	﹤0.01%	1848
2025 Q1	$35.6K	Buy	1,028 +9	+0.9%	+$330	﹤0.01%	1407
2024 Q4	$37.6K	Hold	1,019	–	–	﹤0.01%	1316
2024 Q3	$37.8K	Hold	1,019	–	–	﹤0.01%	1184
2024 Q2	$37.5K	Hold	1,019	–	–	﹤0.01%	1230
2024 Q1	$34.5K	Buy	1,019 +19	+2%	+$637	﹤0.01%	1129
2023 Q4	$32.9K	Buy	+1,000	New	+$31.4K	﹤0.01%	1058

Other funds holding PTMC

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return

BMCM

Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.29B AUM 26.05% 1-Year Est. Return

EverSource Wealth Advisors's PTMC Position: Q2 2026 in Review

EverSource Wealth Advisors held its Pacer Trendpilot US Mid Cap ETF (PTMC) position steady in Q2 2026 at 1,047 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

EverSource Wealth Advisors first reported a position in PTMC in Q4 2023 and has held it in 11 quarters since. 45 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

EverSource Wealth Advisors held 1,047 shares of Pacer Trendpilot US Mid Cap ETF worth $43.8K as of Q2 2026.
EverSource Wealth Advisors left its Pacer Trendpilot US Mid Cap ETF share count unchanged in Q2 2026.
Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1860 holding.
EverSource Wealth Advisors first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2023 and has held it in 11 quarters since.
45 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.