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Hazlett, Burt & Watson’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Hazlett, Burt & Watson’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
Q1 		$9K Hold
250
– – ﹤0.01% 709
2025
Q4 		$9K Hold
250
– – ﹤0.01% 723
2025
Q3 		$9K Buy
+250
New +$8.79K ﹤0.01% 677

Other funds holding PTMC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Hazlett, Burt & Watson's PTMC Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Pacer Trendpilot US Mid Cap ETF (PTMC) position steady in Q1 2026 at 250 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Hazlett, Burt & Watson first reported a position in PTMC in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

  • Hazlett, Burt & Watson held 250 shares of Pacer Trendpilot US Mid Cap ETF worth $9K as of Q1 2026.
  • Hazlett, Burt & Watson left its Pacer Trendpilot US Mid Cap ETF share count unchanged in Q1 2026.
  • Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #709 holding.
  • Hazlett, Burt & Watson first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.