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Legacy Trust’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Legacy Trust’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 		$639K Hold
15,285
– – 0.11% 117
2026
Q1 		$559K Buy
15,285
+1,625
+12% +$61K 0.11% 123
2025
Q4 		$487K Hold
13,660
– – 0.09% 128
2025
Q3 		$489K Hold
13,660
– – 0.1% 128
2025
Q2 		$476K Hold
13,660
– – 0.12% 105
2025
Q1 		$473K Hold
13,660
– – 0.11% 110
2024
Q4 		$504K Hold
13,660
– – 0.12% 104
2024
Q3 		$507K Hold
13,660
– – 0.12% 109
2024
Q2 		$475K Hold
13,660
– – 0.12% 106
2024
Q1 		$492K Hold
13,660
– – 0.12% 106
2023
Q4 		$449K Buy
13,660
+4,100
+43% +$129K 0.12% 111
2023
Q3 		$302K Hold
9,560
– – 0.09% 128
2023
Q2 		$315K Hold
9,560
– – 0.09% 128
2023
Q1 		$304K Hold
9,560
– – 0.09% 127
2022
Q4 		$298K Buy
+9,560
New +$307K 0.09% 125

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

Legacy Trust's PTMC Position: Q2 2026 in Review

Legacy Trust held its Pacer Trendpilot US Mid Cap ETF (PTMC) position steady in Q2 2026 at 15,285 shares worth $639K. The position accounts for 0.11% of the portfolio, ranked #117.

Legacy Trust first reported a position in PTMC in Q4 2022 and has held it in 15 quarters since. 88 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

  • Legacy Trust held 15,285 shares of Pacer Trendpilot US Mid Cap ETF worth $639K as of Q2 2026.
  • Legacy Trust left its Pacer Trendpilot US Mid Cap ETF share count unchanged in Q2 2026.
  • Pacer Trendpilot US Mid Cap ETF made up 0.11% of Legacy Trust's portfolio in Q2 2026, its #117 holding.
  • Legacy Trust first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 88 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.