Integrated Wealth Concepts’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Integrated Wealth Concepts’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	$3.56K	Buy	+85	New	+$3.38K	﹤0.01%	5136

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

Integrated Wealth Concepts's PTMC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Pacer Trendpilot US Mid Cap ETF (PTMC) in Q2 2026: 85 shares worth $3.56K. The stake represents ﹤0.01% of the portfolio and ranks #5136 among its holdings.

89 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

Integrated Wealth Concepts held 85 shares of Pacer Trendpilot US Mid Cap ETF worth $3.56K as of Q2 2026.
Pacer Trendpilot US Mid Cap ETF was a new Integrated Wealth Concepts position in Q2 2026.
Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5136 holding.
89 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.