Keating Financial Advisory Services’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Keating Financial Advisory Services’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 Q1	$88.7K	Buy	+2,426	New	+$91K	0.01%	483

Other funds holding PTMC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Keating Financial Advisory Services's PTMC Position: Q1 2026 in Review

Keating Financial Advisory Services opened a new position in Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2026: 2,426 shares worth $88.7K. The stake represents 0.01% of the portfolio and ranks #483 among its holdings.

85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

Keating Financial Advisory Services held 2,426 shares of Pacer Trendpilot US Mid Cap ETF worth $88.7K as of Q1 2026.
Pacer Trendpilot US Mid Cap ETF was a new Keating Financial Advisory Services position in Q1 2026.
Pacer Trendpilot US Mid Cap ETF made up 0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #483 holding.
85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.