MA
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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
Q2 		$349K Sell
8,343
-716
-8% -$28.5K 0.02% 436
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 $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

MONECO Advisors's PTMC Position: Q2 2026 in Review

MONECO Advisors reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 7.9% in Q2 2026, selling an estimated $28.5K and leaving 8,343 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #436.

MONECO Advisors first reported a position in PTMC in Q4 2021 and has held it in 19 quarters since. The position peaked at $632K in Q2 2024. 89 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

  • MONECO Advisors held 8,343 shares of Pacer Trendpilot US Mid Cap ETF worth $349K as of Q2 2026.
  • MONECO Advisors sold 716 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $28.5K.
  • Pacer Trendpilot US Mid Cap ETF made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #436 holding.
  • MONECO Advisors first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • MONECO Advisors's Pacer Trendpilot US Mid Cap ETF position peaked at $632K in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.