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

Forefront 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
2025
Q2 		– Sell
-11,962
Closed -$414K – 123
2025
Q1 		$414K Buy
+11,962
New +$439K 0.28% 78

Other funds holding PTMC

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 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 $27.7B AUM 22.98% 1-Year Est. Return

Forefront Wealth Partners's PTMC Position: Q2 2025 in Review

Forefront Wealth Partners sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q2 2025, closing a stake of 11,962 shares — an estimated $414K sold.

Forefront Wealth Partners first reported a position in PTMC in Q1 2025 and held it in 1 quarter. The position peaked at $414K in Q1 2025. 80 funds tracked by Wall St. Rank hold PTMC as of Q2 2025.

  • Forefront Wealth Partners reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 11,962 Pacer Trendpilot US Mid Cap ETF shares in Q2 2025, an estimated $414K.
  • Forefront Wealth Partners first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's Pacer Trendpilot US Mid Cap ETF position peaked at $414K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2025.

Based on Forefront Wealth Partners's 13F filing for Q2 2025, filed 20 Aug 2025.