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 Q3	$362K	Sell	9,246 -611	-6%	-$25K	0.01%	1158
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

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group's PTMC Position: Q3 2026 in Review

Independent Financial Group reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 6.2% in Q3 2026, selling an estimated $25K and leaving 9,246 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #1158.

Independent Financial Group first reported a position in PTMC in Q1 2025 and has held it in 7 quarters since. The position peaked at $426K in Q1 2026. 5 funds tracked by Wall St. Rank hold PTMC as of Q3 2026.

Independent Financial Group held 9,246 shares of Pacer Trendpilot US Mid Cap ETF worth $362K as of Q3 2026.
Independent Financial Group sold 611 Pacer Trendpilot US Mid Cap ETF shares in Q3 2026, an estimated $25K.
Pacer Trendpilot US Mid Cap ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1158 holding.
Independent Financial Group first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2025 and has held it in 7 quarters since.
Independent Financial Group's Pacer Trendpilot US Mid Cap ETF position peaked at $426K in Q1 2026.
5 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.