Meridian Wealth Advisors’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Meridian Wealth Advisors’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	$1.14M	Hold	31,037	–	–	0.15%	90
2025 Q4	$1.11M	Hold	31,037	–	–	0.15%	85
2025 Q3	$1.11M	Hold	31,037	–	–	0.16%	81
2025 Q2	$1.08M	Hold	31,037	–	–	0.17%	77
2025 Q1	$1.07M	Hold	31,037	–	–	0.18%	74
2024 Q4	$1.14M	Hold	31,037	–	–	0.19%	76
2024 Q3	$1.15M	Hold	31,037	–	–	0.19%	76
2024 Q2	$1.08M	Hold	31,037	–	–	0.19%	78
2024 Q1	$1.12M	Hold	31,037	–	–	0.21%	77
2023 Q4	$1.02M	Hold	31,037	–	–	0.22%	77
2023 Q3	$979K	Hold	31,037	–	–	0.24%	73
2023 Q2	$1.02M	Hold	31,037	–	–	0.25%	76
2023 Q1	$985K	Hold	31,037	–	–	0.25%	77
2022 Q4	$969K	Hold	31,037	–	–	0.25%	77
2022 Q3	$998K	Hold	31,037	–	–	0.28%	73
2022 Q2	$1.07M	Hold	31,037	–	–	0.28%	75
2022 Q1	$1.07M	Hold	31,037	–	–	0.25%	80
2021 Q4	$1.14M	Hold	31,037	–	–	0.28%	80
2021 Q3	$1.09M	Sell	31,037 -16,275	-34%	-$577K	0.3%	74
2021 Q2	$1.68M	Sell	47,312 -9,950	-17%	-$353K	0.48%	58
2021 Q1	$1.99M	Sell	57,262 -9,334	-14%	-$318K	0.66%	34
2020 Q4	$2.17M	Buy	66,596 +49	+0.1%	+$1.5K	0.79%	25
2020 Q3	$1.82M	Sell	66,547 -155	-0.2%	-$4.29K	0.78%	25
2020 Q2	$1.83M	Sell	66,702 -18,830	-22%	-$529K	0.84%	24
2020 Q1	$2.42M	Sell	85,532 -4,707	-5%	-$140K	1.34%	14
2019 Q4	$2.77M	Sell	90,239 -3,422	-4%	-$102K	1.09%	21
2019 Q3	$2.73M	Buy	93,661 +56,674	+153%	+$1.64M	1.17%	20
2019 Q2	$1.08M	Buy	36,987 +3,128	+9%	+$93K	0.75%	28
2019 Q1	$1.03M	Buy	+33,859	New	+$1.04M	0.75%	28

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

Meridian Wealth Advisors's PTMC Position: Q1 2026 in Review

Meridian Wealth Advisors held its Pacer Trendpilot US Mid Cap ETF (PTMC) position steady in Q1 2026 at 31,037 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #90.

Meridian Wealth Advisors first reported a position in PTMC in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.77M in Q4 2019. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

Meridian Wealth Advisors held 31,037 shares of Pacer Trendpilot US Mid Cap ETF worth $1.14M as of Q1 2026.
Meridian Wealth Advisors left its Pacer Trendpilot US Mid Cap ETF share count unchanged in Q1 2026.
Pacer Trendpilot US Mid Cap ETF made up 0.15% of Meridian Wealth Advisors's portfolio in Q1 2026, its #90 holding.
Meridian Wealth Advisors first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2019 and has held it in 29 quarters since.
Meridian Wealth Advisors's Pacer Trendpilot US Mid Cap ETF position peaked at $2.77M in Q4 2019.
85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.