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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
Q3 		$607K Hold
15,285
– – 0.1% 131
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Level Four Advisory Services
Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $351M AUM 16% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
WBI Investments
WBI Investments Red Bank, New Jersey $384M AUM 34.15% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Legacy Trust's PTMC Position: Q3 2026 in Review

Legacy Trust held its Pacer Trendpilot US Mid Cap ETF (PTMC) position steady in Q3 2026 at 15,285 shares worth $607K. The position accounts for 0.1% of the portfolio, ranked #131.

Legacy Trust first reported a position in PTMC in Q4 2022 and has held it in 16 quarters since. The position peaked at $639K in Q2 2026. 41 funds tracked by Wall St. Rank hold PTMC as of Q3 2026.

  • Legacy Trust held 15,285 shares of Pacer Trendpilot US Mid Cap ETF worth $607K as of Q3 2026.
  • Legacy Trust left its Pacer Trendpilot US Mid Cap ETF share count unchanged in Q3 2026.
  • Pacer Trendpilot US Mid Cap ETF made up 0.1% of Legacy Trust's portfolio in Q3 2026, its #131 holding.
  • Legacy Trust first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's Pacer Trendpilot US Mid Cap ETF position peaked at $639K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.