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Gimbal Financial’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Gimbal Financial’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
-47,543
Closed -$1.66M – 58
2025
Q2 		$1.66M Buy
47,543
+28,698
+152% +$997K 1.02% 13
2025
Q1 		$652K Buy
18,845
+13,327
+242% +$489K 0.59% 15
2024
Q4 		$204K Buy
+5,518
New +$211K 0.17% 45

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 $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 $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Gimbal Financial's PTMC Position: Q3 2025 in Review

Gimbal Financial sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2025, closing a stake of 47,543 shares — an estimated $1.66M sold.

Gimbal Financial first reported a position in PTMC in Q4 2024 and held it in 3 quarters. The position peaked at $1.66M in Q2 2025. 77 funds tracked by Wall St. Rank hold PTMC as of Q3 2025.

  • Gimbal Financial reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Gimbal Financial sold 47,543 Pacer Trendpilot US Mid Cap ETF shares in Q3 2025, an estimated $1.66M.
  • Gimbal Financial first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2024 and held it in 3 quarters.
  • Gimbal Financial's Pacer Trendpilot US Mid Cap ETF position peaked at $1.66M in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.