ORG Partners’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

ORG Partners’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
2025 Q3	–	Hold	0	–	–	–	1507
2025 Q2	–	Hold	0	–	–	–	1452
2025 Q1	–	Hold	0	–	–	–	1321
2024 Q4	–	Sell	-17	Closed	-$649	–	1213
2024 Q3	$975	Sell	17 -174	-91%	-$6.24K	﹤0.01%	1001
2024 Q2	$6.93K	Buy	+191	New	+$6.66K	﹤0.01%	1320
2024 Q1	–	Sell	-2,771	Closed	-$91K	–	944
2023 Q4	$91K	Buy	2,771 +393	+17%	+$12.3K	0.02%	419
2023 Q3	$75K	Sell	2,378 -20,796	-90%	-$685K	0.02%	454
2023 Q2	$763K	Buy	23,174 +4,232	+22%	+$135K	0.12%	157
2023 Q1	$601K	Buy	+18,942	New	+$622K	0.15%	103

Other funds holding PTMC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ORG Partners's PTMC Position: Q3 2025 in Review

ORG Partners held its Pacer Trendpilot US Mid Cap ETF (PTMC) position steady in Q3 2025 at 0 shares worth $299. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

ORG Partners first reported a position in PTMC in Q1 2023 and has held it in 6 quarters since. The position peaked at $763K in Q2 2023. 77 funds tracked by Wall St. Rank hold PTMC as of Q3 2025.

ORG Partners held 0 shares of Pacer Trendpilot US Mid Cap ETF worth $299 as of Q3 2025.
ORG Partners left its Pacer Trendpilot US Mid Cap ETF share count unchanged in Q3 2025.
Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of ORG Partners's portfolio in Q3 2025, its #1507 holding.
ORG Partners first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2023 and has held it in 6 quarters since.
ORG Partners's Pacer Trendpilot US Mid Cap ETF position peaked at $763K in Q2 2023.
77 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2025.

Based on ORG Partners's 13F filing for Q3 2025, filed 24 Oct 2025.