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

Maridea 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	$1.33M	Sell	31,902 -141	-0.4%	-$5.61K	0.14%	161
2026 Q1	$1.17M	Sell	32,043 -14,863	-32%	-$558K	0.17%	144
2025 Q4	$1.67M	Sell	46,906 -162	-0.3%	-$5.82K	0.25%	113
2025 Q3	$1.68M	Sell	47,068 -395	-0.8%	-$13.9K	0.26%	96
2025 Q2	$1.66M	Sell	47,463 -8,889	-16%	-$309K	0.43%	55
2025 Q1	$1.95M	Sell	56,352 -10,664	-16%	-$391K	0.64%	35
2024 Q4	$2.47M	Buy	+67,016	New	+$2.56M	0.8%	24

Other funds holding PTMC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

Maridea Wealth Management reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 0.44% in Q2 2026, selling an estimated $5.61K and leaving 31,902 shares worth $1.33M. The position accounts for 0.14% of the portfolio, ranked #161.

Maridea Wealth Management first reported a position in PTMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.47M in Q4 2024. 89 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

Maridea Wealth Management held 31,902 shares of Pacer Trendpilot US Mid Cap ETF worth $1.33M as of Q2 2026.
Maridea Wealth Management sold 141 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $5.61K.
Pacer Trendpilot US Mid Cap ETF made up 0.14% of Maridea Wealth Management's portfolio in Q2 2026, its #161 holding.
Maridea Wealth Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's Pacer Trendpilot US Mid Cap ETF position peaked at $2.47M in Q4 2024.
89 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.