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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
Q2 		$10K Hold
250
– – ﹤0.01% 696
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 $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

Hazlett, Burt & Watson's PTMC Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Pacer Trendpilot US Mid Cap ETF (PTMC) position steady in Q2 2026 at 250 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Hazlett, Burt & Watson first reported a position in PTMC in Q3 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

  • Hazlett, Burt & Watson held 250 shares of Pacer Trendpilot US Mid Cap ETF worth $10K as of Q2 2026.
  • Hazlett, Burt & Watson left its Pacer Trendpilot US Mid Cap ETF share count unchanged in Q2 2026.
  • Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #696 holding.
  • Hazlett, Burt & Watson first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.