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

Freedom 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
-19,030
Closed -$664K – 545
2025
Q2 		$664K Buy
19,030
+1,654
+10% +$57.5K 0.05% 364
2025
Q1 		$601K Buy
17,376
+2,586
+17% +$94.9K 0.05% 372
2024
Q4 		$546K Sell
14,790
-1,249
-8% -$47.7K 0.05% 405
2024
Q3 		$595K Buy
16,039
+3,682
+30% +$132K 0.05% 376
2024
Q2 		$430K Buy
12,357
+6,034
+95% +$210K 0.04% 475
2024
Q1 		$228K Buy
6,323
+82
+1% +$2.75K 0.02% 701
2023
Q4 		$205K Buy
+6,241
New +$196K 0.02% 704
2023
Q3 		– Sell
-7,150
Closed -$236K – 742
2023
Q2 		$236K Sell
7,150
-29
-0.4% -$927 0.03% 613
2023
Q1 		$228K Sell
7,179
-96
-1% -$3.15K 0.03% 623
2022
Q4 		$227K Sell
7,275
-4,077
-36% -$131K 0.03% 635
2022
Q3 		$365K Buy
11,352
+1,943
+21% +$65.3K 0.04% 510
2022
Q2 		$325K Sell
9,409
-15
-0.2% -$518 0.03% 569
2022
Q1 		$325K Buy
9,424
+1,372
+17% +$47.9K 0.03% 594
2021
Q4 		$295K Buy
8,052
+311
+4% +$11.3K 0.02% 677
2021
Q3 		$272K Sell
7,741
-331
-4% -$11.7K 0.02% 662
2021
Q2 		$286K Sell
8,072
-669
-8% -$23.8K 0.02% 688
2021
Q1 		$304K Buy
+8,741
New +$297K 0.02% 669

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 $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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Freedom Investment Management's PTMC Position: Q3 2025 in Review

Freedom Investment Management sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2025, closing a stake of 19,030 shares — an estimated $664K sold.

Freedom Investment Management first reported a position in PTMC in Q1 2021 and held it in 17 quarters. The position peaked at $664K in Q2 2025. 77 funds tracked by Wall St. Rank hold PTMC as of Q3 2025.

  • Freedom Investment Management reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 19,030 Pacer Trendpilot US Mid Cap ETF shares in Q3 2025, an estimated $664K.
  • Freedom Investment Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2021 and held it in 17 quarters.
  • Freedom Investment Management's Pacer Trendpilot US Mid Cap ETF position peaked at $664K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.