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

Independent Financial 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	$412K	Sell	9,857 -1,795	-15%	-$71.4K	0.01%	1071
2026 Q1	$426K	Buy	11,652 +176	+2%	+$6.61K	0.01%	1005
2025 Q4	$409K	Buy	11,476 +1,976	+21%	+$70.9K	0.01%	996
2025 Q3	$340K	Sell	9,500 -38	-0.4%	-$1.34K	0.01%	1031
2025 Q2	$333K	Buy	9,538 +3,634	+62%	+$126K	0.01%	977
2025 Q1	$204K	Buy	+5,904	New	+$217K	0.01%	1106

Other funds holding PTMC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Independent Financial Group's PTMC Position: Q2 2026 in Review

Independent Financial Group reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 15% in Q2 2026, selling an estimated $71.4K and leaving 9,857 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #1071.

Independent Financial Group first reported a position in PTMC in Q1 2025 and has held it in 6 quarters since. The position peaked at $426K in Q1 2026. 89 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

Independent Financial Group held 9,857 shares of Pacer Trendpilot US Mid Cap ETF worth $412K as of Q2 2026.
Independent Financial Group sold 1,795 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $71.4K.
Pacer Trendpilot US Mid Cap ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1071 holding.
Independent Financial Group first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
Independent Financial Group's Pacer Trendpilot US Mid Cap ETF position peaked at $426K in Q1 2026.
89 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.