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Financial Advocates Investment Management’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Financial Advocates Investment Management’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
-6,175
Closed -$215K – 452
2025
Q2 		$215K Hold
6,175
– – 0.02% 575
2025
Q1 		$214K Buy
6,175
+90
+1% +$3.3K 0.02% 658
2024
Q4 		$224K Sell
6,085
-30,886
-84% -$1.18M 0.01% 676
2024
Q3 		$1.37M Sell
36,971
-11,573
-24% -$415K 0.08% 244
2024
Q2 		$1.69M Sell
48,544
-1,222
-2% -$42.6K 0.1% 189
2024
Q1 		$1.79M Sell
49,766
-5,012
-9% -$168K 0.1% 201
2023
Q4 		$1.8M Sell
54,778
-1,564
-3% -$49.1K 0.12% 187
2023
Q3 		$1.78M Sell
56,342
-4,102
-7% -$135K 0.13% 181
2023
Q2 		$1.99M Sell
60,444
-3,738
-6% -$120K 0.14% 164
2023
Q1 		$2.04M Sell
64,182
-4,238
-6% -$139K 0.15% 167
2022
Q4 		$2.14M Buy
68,420
+578
+0.9% +$18.6K 0.16% 155
2022
Q3 		$2.18M Sell
67,842
-2,218
-3% -$74.6K 0.18% 140
2022
Q2 		$2.42M Buy
70,060
+282
+0.4% +$9.74K 0.2% 131
2022
Q1 		$2.41M Buy
69,778
+1,074
+2% +$37.5K 0.16% 147
2021
Q4 		$2.51M Buy
68,704
+5,497
+9% +$199K 0.16% 153
2021
Q3 		$2.22M Buy
63,207
+4,598
+8% +$163K 0.15% 164
2021
Q2 		$2.08M Buy
58,609
+3,830
+7% +$136K 0.14% 176
2021
Q1 		$1.91M Sell
54,779
-49
-0.1% -$1.67K 0.14% 181
2020
Q4 		$1.79M Sell
54,828
-14,606
-21% -$449K 0.12% 193
2020
Q3 		$1.9M Sell
69,434
-33,865
-33% -$937K 0.16% 135
2020
Q2 		$2.83M Buy
103,299
+3,690
+4% +$104K 0.27% 94
2020
Q1 		$2.82M Buy
99,609
+27,140
+37% +$807K 0.4% 64
2019
Q4 		$2.23M Sell
72,469
-8,107
-10% -$242K 0.24% 108
2019
Q3 		$2.35M Sell
80,576
-10,090
-11% -$292K 0.27% 100
2019
Q2 		$2.64M Sell
90,666
-7,747
-8% -$230K 0.31% 84
2019
Q1 		$2.99M Buy
98,413
+12,680
+15% +$389K 0.37% 70
2018
Q4 		$2.64M Buy
85,733
+49,817
+139% +$1.56M 0.36% 78
2018
Q3 		$1.2M Buy
35,916
+24,340
+210% +$808K 0.13% 166
2018
Q2 		$373K Buy
11,576
+158
+1% +$5.02K 0.05% 325
2018
Q1 		$352K Buy
11,418
+482
+4% +$15.1K 0.05% 331
2017
Q4 		$340K Buy
+10,936
New +$333K 0.05% 330

Other funds holding PTMC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $279M AUM 21.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Advocates Investment Management's PTMC Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2025, closing a stake of 6,175 shares — an estimated $215K sold.

Financial Advocates Investment Management first reported a position in PTMC in Q4 2017 and held it in 31 quarters. The position peaked at $2.99M in Q1 2019. 77 funds tracked by Wall St. Rank hold PTMC as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,175 Pacer Trendpilot US Mid Cap ETF shares in Q3 2025, an estimated $215K.
  • Financial Advocates Investment Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Pacer Trendpilot US Mid Cap ETF position peaked at $2.99M in Q1 2019.
  • 77 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.