OWP
PTMC icon

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

ORG Wealth 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
2026
Q1 		$27.3K Hold
747
– – 0.01% 380
2025
Q4 		$26.6K Hold
747
– – 0.01% 368
2025
Q3 		$26.7K Buy
+747
New +$26.3K 0.01% 359

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

ORG Wealth Partners's PTMC Position: Q1 2026 in Review

ORG Wealth Partners held its Pacer Trendpilot US Mid Cap ETF (PTMC) position steady in Q1 2026 at 747 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #380.

ORG Wealth Partners first reported a position in PTMC in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

  • ORG Wealth Partners held 747 shares of Pacer Trendpilot US Mid Cap ETF worth $27.3K as of Q1 2026.
  • ORG Wealth Partners left its Pacer Trendpilot US Mid Cap ETF share count unchanged in Q1 2026.
  • Pacer Trendpilot US Mid Cap ETF made up 0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #380 holding.
  • ORG Wealth Partners first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.