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 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 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

Legacy Trust's PTMC Position: Q1 2026 in Review

Legacy Trust increased its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 12% in Q1 2026, buying an estimated $61K and bringing the position to 15,285 shares worth $559K. The position accounts for 0.11% of the portfolio, ranked #123.

Legacy Trust first reported a position in PTMC in Q4 2022 and has held it in 14 quarters since. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

Legacy Trust held 15,285 shares of Pacer Trendpilot US Mid Cap ETF worth $559K as of Q1 2026.
Legacy Trust bought 1,625 Pacer Trendpilot US Mid Cap ETF shares in Q1 2026, an estimated $61K.
Pacer Trendpilot US Mid Cap ETF made up 0.11% of Legacy Trust's portfolio in Q1 2026, its #123 holding.
Legacy Trust first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2022 and has held it in 14 quarters since.
85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.