IFP Advisors’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

IFP Advisors’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	$16.1K	Hold	386	–	–	﹤0.01%	3104
2026 Q1	$14.1K	Hold	386	–	–	﹤0.01%	2975
2025 Q4	$13.8K	Hold	386	–	–	﹤0.01%	2906
2025 Q3	$13.8K	Hold	386	–	–	﹤0.01%	2752
2025 Q2	$13.5K	Hold	386	–	–	﹤0.01%	2757
2025 Q1	$13.4K	Hold	386	–	–	﹤0.01%	2469
2024 Q4	$14.2K	Hold	386	–	–	﹤0.01%	2399
2024 Q3	$14.3K	Hold	386	–	–	﹤0.01%	2291
2024 Q2	$13.4K	Hold	386	–	–	﹤0.01%	2237
2024 Q1	$13.9K	Hold	386	–	–	﹤0.01%	2123
2023 Q4	$12.7K	Hold	386	–	–	﹤0.01%	2100
2023 Q3	$12.2K	Hold	386	–	–	﹤0.01%	2167
2023 Q2	$12.7K	Hold	386	–	–	﹤0.01%	2208
2023 Q1	$12.4K	Sell	386 -21	-5%	-$690	﹤0.01%	2208
2022 Q4	$22K	Hold	407	–	–	﹤0.01%	2816
2022 Q3	$22K	Hold	407	–	–	﹤0.01%	3010
2022 Q2	$22K	Hold	407	–	–	﹤0.01%	2764
2022 Q1	$22K	Buy	+407	New	+$14.2K	﹤0.01%	2763
2021 Q4	–	Sell	-1,750	Closed	-$62K	–	3463
2021 Q3	$62K	Hold	1,750	–	–	﹤0.01%	1500
2021 Q2	$62K	Hold	1,750	–	–	﹤0.01%	1427
2021 Q1	$61K	Hold	1,750	–	–	﹤0.01%	1377
2020 Q4	$57K	Hold	1,750	–	–	﹤0.01%	1385
2020 Q3	$48K	Hold	1,750	–	–	﹤0.01%	1308
2020 Q2	$48K	Hold	1,750	–	–	﹤0.01%	1238
2020 Q1	$49K	Sell	1,750 -16,783	-91%	-$499K	﹤0.01%	1131
2019 Q4	$568K	Sell	18,533 -5,302	-22%	-$158K	0.04%	403
2019 Q3	$687K	Buy	+23,835	New	+$690K	0.05%	402
2019 Q1	$38K	Sell	1,250 -40,383	-97%	-$1.24M	0.01%	1082
2018 Q4	$1.28M	Buy	41,633 +28,347	+213%	+$886K	0.08%	282
2018 Q3	$443K	Buy	13,286 +1,867	+16%	+$62K	0.02%	719
2018 Q2	$368K	Buy	11,419 +11,069	+3,163%	+$351K	0.02%	790
2018 Q1	$11K	Hold	350	–	–	﹤0.01%	2737
2017 Q4	$11K	Sell	350 -350	-50%	-$10.7K	﹤0.01%	2776
2017 Q3	$21K	Hold	700	–	–	﹤0.01%	2569
2017 Q2	$20K	Buy	700 +200	+40%	+$5.61K	﹤0.01%	2590
2017 Q1	$14K	Buy	500 +150	+43%	+$4.13K	﹤0.01%	2735
2016 Q4	$9K	Buy	+350	New	+$9.03K	﹤0.01%	2979
2016 Q2	–	Sell	-1,250	Closed	-$38K	–	4020
2016 Q1	$38K	Buy	+1,250	New	+$29K	0.01%	1082

Other funds holding PTMC

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Legacy Trust Grand Rapids, Michigan $566M AUM 34.04% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

IFP Advisors's PTMC Position: Q2 2026 in Review

IFP Advisors held its Pacer Trendpilot US Mid Cap ETF (PTMC) position steady in Q2 2026 at 386 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3104.

IFP Advisors first reported a position in PTMC in Q1 2016 and has held it in 38 quarters since. The position peaked at $1.28M in Q4 2018. 30 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

IFP Advisors held 386 shares of Pacer Trendpilot US Mid Cap ETF worth $16.1K as of Q2 2026.
IFP Advisors 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 IFP Advisors's portfolio in Q2 2026, its #3104 holding.
IFP Advisors first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2016 and has held it in 38 quarters since.
IFP Advisors's Pacer Trendpilot US Mid Cap ETF position peaked at $1.28M in Q4 2018.
30 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.