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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
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

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

Lodestone Wealth Management's PTMC Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 97% in Q2 2026, selling an estimated $3.06K and leaving 2 shares worth $84. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Lodestone Wealth Management first reported a position in PTMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.82K in Q4 2025. 89 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

  • Lodestone Wealth Management held 2 shares of Pacer Trendpilot US Mid Cap ETF worth $84 as of Q2 2026.
  • Lodestone Wealth Management sold 77 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $3.06K.
  • Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #770 holding.
  • Lodestone Wealth Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Pacer Trendpilot US Mid Cap ETF position peaked at $4.82K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.