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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
2026
Q2 		$390K Buy
+9,322
New +$371K 0.24% 31
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Gimbal Financial's PTMC Position: Q2 2026 in Review

Gimbal Financial opened a new position in Pacer Trendpilot US Mid Cap ETF (PTMC) in Q2 2026: 9,322 shares worth $390K. The stake represents 0.24% of the portfolio and ranks #31 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in PTMC as recently as Q2 2025.

Gimbal Financial first reported a position in PTMC in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.66M in Q2 2025. 88 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

  • Gimbal Financial held 9,322 shares of Pacer Trendpilot US Mid Cap ETF worth $390K as of Q2 2026.
  • Pacer Trendpilot US Mid Cap ETF was a new Gimbal Financial position in Q2 2026.
  • Pacer Trendpilot US Mid Cap ETF made up 0.24% of Gimbal Financial's portfolio in Q2 2026, its #31 holding.
  • Gimbal Financial first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • Gimbal Financial's Pacer Trendpilot US Mid Cap ETF position peaked at $1.66M in Q2 2025.
  • 88 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.