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 Q2	$3.29M	Sell	78,766 -6,124	-7%	-$243K	0.97%	21
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 $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

O'Donnell Financial Services's PTMC Position: Q2 2026 in Review

O'Donnell Financial Services reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 7.2% in Q2 2026, selling an estimated $243K and leaving 78,766 shares worth $3.29M. The position accounts for 0.97% of the portfolio, ranked #21.

O'Donnell Financial Services first reported a position in PTMC in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.1M in Q3 2024. 89 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

O'Donnell Financial Services held 78,766 shares of Pacer Trendpilot US Mid Cap ETF worth $3.29M as of Q2 2026.
O'Donnell Financial Services sold 6,124 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $243K.
Pacer Trendpilot US Mid Cap ETF made up 0.97% of O'Donnell Financial Services's portfolio in Q2 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 11 quarters since.
O'Donnell Financial Services's Pacer Trendpilot US Mid Cap ETF position peaked at $19.1M in Q3 2024.
89 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.