MW
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MBL Wealth’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

MBL Wealth’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 		$9.45M Buy
225,795
+860
+0.4% +$34.2K 0.64% 30
2026
Q1 		$8.23M Buy
224,935
+9,093
+4% +$341K 0.62% 32
2025
Q4 		$7.7M Buy
215,842
+3,178
+1% +$114K 0.62% 32
2025
Q3 		$7.62M Sell
212,664
-19,394
-8% -$682K 0.67% 29
2025
Q2 		$8.09M Sell
232,058
-7,012
-3% -$244K 0.77% 26
2025
Q1 		$8.27M Buy
239,070
+7,308
+3% +$268K 0.84% 25
2024
Q4 		$8.55M Buy
231,762
+30,236
+15% +$1.16M 0.86% 23
2024
Q3 		$7.48M Buy
201,526
+12,013
+6% +$430K 0.8% 28
2024
Q2 		$6.59M Buy
189,513
+7,740
+4% +$270K 0.74% 32
2024
Q1 		$6.55M Buy
181,773
+3,365
+2% +$113K 0.74% 29
2023
Q4 		$5.86M Sell
178,408
-1,497
-0.8% -$47K 0.73% 28
2023
Q3 		$5.68M Buy
179,905
+8,171
+5% +$269K 0.8% 28
2023
Q2 		$5.66M Buy
171,734
+11,418
+7% +$365K 0.8% 29
2023
Q1 		$5.09M Buy
160,316
+20,299
+14% +$667K 0.8% 28
2022
Q4 		$4.37M Buy
140,017
+5,873
+4% +$189K 0.84% 27
2022
Q3 		$4.31M Sell
134,144
-13,643
-9% -$459K 0.93% 25
2022
Q2 		$5.11M Buy
147,787
+11,554
+8% +$399K 1.27% 22
2022
Q1 		$4.7M Buy
+136,233
New +$4.75M 1.15% 24
2021
Q3 		$4.03M Buy
+114,624
New +$4.07M 1.39% 21
2021
Q1 		$3.69M Buy
105,999
+1,283
+1% +$43.7K 1.29% 19
2020
Q4 		$3.41M Buy
+104,716
New +$3.22M 1.35% 20

Other funds holding PTMC

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

MBL Wealth's PTMC Position: Q2 2026 in Review

MBL Wealth increased its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 0.38% in Q2 2026, buying an estimated $34.2K and bringing the position to 225,795 shares worth $9.45M. The position accounts for 0.64% of the portfolio, ranked #30.

MBL Wealth first reported a position in PTMC in Q4 2020 and has held it in 21 quarters since. 8 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

  • MBL Wealth held 225,795 shares of Pacer Trendpilot US Mid Cap ETF worth $9.45M as of Q2 2026.
  • MBL Wealth bought 860 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $34.2K.
  • Pacer Trendpilot US Mid Cap ETF made up 0.64% of MBL Wealth's portfolio in Q2 2026, its #30 holding.
  • MBL Wealth first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • 8 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.