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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
Q2 		– Sell
-7,296
Closed -$267K – 124
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 $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

IFS Group's PTMC Position: Q2 2026 in Review

IFS Group sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q2 2026, closing a stake of 7,296 shares — an estimated $267K sold.

IFS Group first reported a position in PTMC in Q3 2025 and held it in 2 quarters. The position peaked at $267K in Q1 2026. 88 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

  • IFS Group reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • IFS Group sold 7,296 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $267K.
  • IFS Group first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2025 and held it in 2 quarters.
  • IFS Group's Pacer Trendpilot US Mid Cap ETF position peaked at $267K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.