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IFS Group’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

IFS Group’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 		$267K Buy
+7,296
New +$274K 0.24% 116
2025
Q3 		$262K Buy
+7,315
New +$257K 0.23% 112

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

IFS Group's PTMC Position: Q1 2026 in Review

IFS Group opened a new position in Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2026: 7,296 shares worth $267K. The stake represents 0.24% of the portfolio and ranks #116 among its holdings. This is a return to the name: IFS Group previously reported a position in PTMC as recently as Q3 2025.

IFS Group first reported a position in PTMC in Q3 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

  • IFS Group held 7,296 shares of Pacer Trendpilot US Mid Cap ETF worth $267K as of Q1 2026.
  • Pacer Trendpilot US Mid Cap ETF was a new IFS Group position in Q1 2026.
  • Pacer Trendpilot US Mid Cap ETF made up 0.24% of IFS Group's portfolio in Q1 2026, its #116 holding.
  • IFS Group first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on IFS Group's 13F filing for Q1 2026, filed 18 May 2026.