Janney Montgomery Scott
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Janney Montgomery Scott’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Janney Montgomery Scott’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 		$257K Buy
+6,137
New +$244K ﹤0.01% 2844
2026
Q1 		– Sell
-7,664
Closed -$273K – 2994
2025
Q4 		$273K Buy
7,664
+1,587
+26% +$57K ﹤0.01% 2617
2025
Q3 		$218K Sell
6,077
-57
-0.9% -$2K ﹤0.01% 2689
2025
Q2 		$214K Hold
6,134
– – ﹤0.01% 2531
2025
Q1 		$212K Sell
6,134
-1,016
-14% -$37.3K ﹤0.01% 2502
2024
Q4 		$264K Buy
7,150
+1,129
+19% +$43.1K ﹤0.01% 2389
2024
Q3 		$223K Buy
6,021
+86
+1% +$3.08K ﹤0.01% 2466
2024
Q2 		$207K Sell
5,935
-437
-7% -$15.2K ﹤0.01% 2435
2024
Q1 		$230K Buy
+6,372
New +$214K ﹤0.01% 2494
2022
Q2 		– Sell
-6,686
Closed -$231K – 2413
2022
Q1 		$231K Sell
6,686
-100
-1% -$3.49K ﹤0.01% 2013
2021
Q4 		$248K Sell
6,786
-2,529
-27% -$91.5K ﹤0.01% 2119
2021
Q3 		$327K Buy
9,315
+1,389
+18% +$49.3K ﹤0.01% 1912
2021
Q2 		$281K Buy
7,926
+630
+9% +$22.4K ﹤0.01% 1949
2021
Q1 		$254K Sell
7,296
-3,624
-33% -$123K ﹤0.01% 1946
2020
Q4 		$356K Sell
10,920
-5,753
-35% -$177K ﹤0.01% 1780
2020
Q3 		$455K Sell
16,673
-12,195
-42% -$338K ﹤0.01% 1471
2020
Q2 		$790K Sell
28,868
-19,407
-40% -$545K 0.01% 1157
2020
Q1 		$1.37M Buy
48,275
+2,047
+4% +$60.8K 0.01% 828
2019
Q4 		$1.42M Buy
46,228
+1,653
+4% +$49.4K 0.01% 918
2019
Q3 		$1.3M Buy
44,575
+2,781
+7% +$80.5K 0.01% 921
2019
Q2 		$1.22M Sell
41,794
-1,285
-3% -$38.2K 0.01% 948
2019
Q1 		$1.31M Sell
43,079
-9,657
-18% -$296K 0.01% 883
2018
Q4 		$1.63M Buy
52,736
+2,551
+5% +$79.7K 0.02% 707
2018
Q3 		$1.67M Buy
50,185
+3,126
+7% +$104K 0.01% 770
2018
Q2 		$1.52M Buy
47,059
+4,682
+11% +$149K 0.01% 784
2018
Q1 		$1.31M Sell
42,377
-12,875
-23% -$404K 0.01% 843
2017
Q4 		$1.72M Buy
55,252
+7,346
+15% +$224K 0.02% 707
2017
Q3 		$1.42M Buy
47,906
+25,266
+112% +$724K 0.02% 764
2017
Q2 		$643K Buy
22,640
+7,856
+53% +$220K 0.01% 1070
2017
Q1 		$411K Buy
14,784
+231
+2% +$6.35K 0.01% 1250
2016
Q4 		$387K Sell
14,553
-4,188
-22% -$108K 0.01% 1190
2016
Q3 		$478K Buy
+18,741
New +$475K 0.01% 979
2016
Q2 		– Sell
-15,295
Closed -$354K – 1055
2016
Q1 		$354K Buy
15,295
+3,629
+31% +$84.1K 0.01% 896
2015
Q4 		$270K Buy
11,666
+825
+8% +$19.1K 0.01% 1094
2015
Q3 		$252K Buy
+10,841
New +$259K 0.01% 1135

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

Janney Montgomery Scott's PTMC Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Pacer Trendpilot US Mid Cap ETF (PTMC) in Q2 2026: 6,137 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #2844 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in PTMC as recently as Q4 2025.

Janney Montgomery Scott first reported a position in PTMC in Q3 2015 and has held it in 35 quarters since. The position peaked at $1.72M in Q4 2017. 89 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

  • Janney Montgomery Scott held 6,137 shares of Pacer Trendpilot US Mid Cap ETF worth $257K as of Q2 2026.
  • Pacer Trendpilot US Mid Cap ETF was a new Janney Montgomery Scott position in Q2 2026.
  • Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2844 holding.
  • Janney Montgomery Scott first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2015 and has held it in 35 quarters since.
  • Janney Montgomery Scott's Pacer Trendpilot US Mid Cap ETF position peaked at $1.72M in Q4 2017.
  • 89 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.