O'Donnell Financial Services’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

O'Donnell Financial Services’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	$3.1M	Sell	84,890 -2,679	-3%	-$101K	1.07%	21
2025 Q4	$3.12M	Sell	87,569 -10,377	-11%	-$373K	1.07%	21
2025 Q3	$3.51M	Sell	97,946 -182,727	-65%	-$6.43M	1.25%	18
2025 Q2	$9.79M	Sell	280,673 -151,573	-35%	-$5.27M	3.76%	10
2025 Q1	$15M	Sell	432,246 -81,912	-16%	-$3.01M	6.17%	4
2024 Q4	$19M	Sell	514,158 -1,321	-0.3%	-$50.5K	7.93%	4
2024 Q3	$19.1M	Buy	515,479 +41,627	+9%	+$1.49M	7.78%	3
2024 Q2	$16.5M	Buy	473,852 +74,332	+19%	+$2.59M	7.33%	4
2024 Q1	$14.4M	Buy	399,520 +21,639	+6%	+$726K	6.59%	5
2023 Q4	$12.4M	Buy	+377,881	New	+$11.9M	6.22%	6

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

O'Donnell Financial Services's PTMC Position: Q1 2026 in Review

O'Donnell Financial Services reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 3.1% in Q1 2026, selling an estimated $101K and leaving 84,890 shares worth $3.1M. The position accounts for 1.07% of the portfolio, ranked #21.

O'Donnell Financial Services first reported a position in PTMC in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.1M in Q3 2024. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

O'Donnell Financial Services held 84,890 shares of Pacer Trendpilot US Mid Cap ETF worth $3.1M as of Q1 2026.
O'Donnell Financial Services sold 2,679 Pacer Trendpilot US Mid Cap ETF shares in Q1 2026, an estimated $101K.
Pacer Trendpilot US Mid Cap ETF made up 1.07% of O'Donnell Financial Services's portfolio in Q1 2026, its #21 holding.
O'Donnell Financial Services first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2023 and has held it in 10 quarters since.
O'Donnell Financial Services's Pacer Trendpilot US Mid Cap ETF position peaked at $19.1M in Q3 2024.
85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.