Lodestone Wealth Management’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Lodestone Wealth Management’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	–	Sell	-2	Closed	-$84	–	815
2026 Q2	$84	Sell	2 -77	-97%	-$3.06K	﹤0.01%	770
2026 Q1	$2.89K	Sell	79 -56	-41%	-$2.1K	﹤0.01%	646
2025 Q4	$4.82K	Buy	+135	New	+$4.85K	﹤0.01%	586

Other funds holding PTMC

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lodestone Wealth Management's PTMC Position: Q3 2026 in Review

Lodestone Wealth Management sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2026, closing a stake of 2 shares — an estimated $84 sold.

Lodestone Wealth Management first reported a position in PTMC in Q4 2025 and held it in 3 quarters. The position peaked at $4.82K in Q4 2025. 5 funds tracked by Wall St. Rank hold PTMC as of Q3 2026.

Lodestone Wealth Management reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2026 after selling out during the quarter.
Lodestone Wealth Management sold 2 Pacer Trendpilot US Mid Cap ETF shares in Q3 2026, an estimated $84.
Lodestone Wealth Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2025 and held it in 3 quarters.
Lodestone Wealth Management's Pacer Trendpilot US Mid Cap ETF position peaked at $4.82K in Q4 2025.
5 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.