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

MONECO 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 		$331K Sell
9,059
-180
-2% -$6.75K 0.03% 382
2025
Q4 		$330K Sell
9,239
-1,337
-13% -$48K 0.03% 375
2025
Q3 		$379K Sell
10,576
-1,911
-15% -$67.2K 0.03% 354
2025
Q2 		$436K Sell
12,487
-2,451
-16% -$85.2K 0.04% 324
2025
Q1 		$517K Buy
14,938
+140
+0.9% +$5.14K 0.05% 275
2024
Q4 		$546K Buy
14,798
+460
+3% +$17.6K 0.06% 261
2024
Q3 		$532K Sell
14,338
-3,813
-21% -$137K 0.07% 249
2024
Q2 		$632K Buy
18,151
+838
+5% +$29.2K 0.09% 204
2024
Q1 		$624K Buy
17,313
+285
+2% +$9.56K 0.1% 211
2023
Q4 		$560K Sell
17,028
-197
-1% -$6.19K 0.11% 203
2023
Q3 		$543K Buy
17,225
+1,251
+8% +$41.2K 0.15% 160
2023
Q2 		$526K Sell
15,974
-380
-2% -$12.1K 0.14% 169
2023
Q1 		$519K Buy
16,354
+880
+6% +$28.9K 0.15% 154
2022
Q4 		$483K Sell
15,474
-274
-2% -$8.8K 0.17% 136
2022
Q3 		$506K Buy
15,748
+8,198
+109% +$276K 0.2% 117
2022
Q2 		$261K Sell
7,550
-80
-1% -$2.76K 0.1% 197
2022
Q1 		$263K Hold
7,630
– – 0.1% 198
2021
Q4 		$264K Buy
+7,630
New +$276K 0.1% 200

Other funds holding PTMC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pacer Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MONECO Advisors's PTMC Position: Q1 2026 in Review

MONECO Advisors reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 1.9% in Q1 2026, selling an estimated $6.75K and leaving 9,059 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #382.

MONECO Advisors first reported a position in PTMC in Q4 2021 and has held it in 18 quarters since. The position peaked at $632K in Q2 2024. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

  • MONECO Advisors held 9,059 shares of Pacer Trendpilot US Mid Cap ETF worth $331K as of Q1 2026.
  • MONECO Advisors sold 180 Pacer Trendpilot US Mid Cap ETF shares in Q1 2026, an estimated $6.75K.
  • Pacer Trendpilot US Mid Cap ETF made up 0.03% of MONECO Advisors's portfolio in Q1 2026, its #382 holding.
  • MONECO Advisors first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • MONECO Advisors's Pacer Trendpilot US Mid Cap ETF position peaked at $632K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.