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Orion Portfolio Solutions’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-5,655
Closed -$209K – 1956
2024
Q4 		$209K Sell
5,655
-451
-7% -$17.2K ﹤0.01% 1737
2024
Q3 		$227K Sell
6,106
-43
-0.7% -$1.54K ﹤0.01% 1659
2024
Q2 		$214K Buy
+6,149
New +$214K ﹤0.01% 1615

Other funds holding PTMC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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 $43.3B AUM 29.3% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Orion Portfolio Solutions's PTMC Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2025, closing a stake of 5,655 shares — an estimated $209K sold.

Orion Portfolio Solutions first reported a position in PTMC in Q2 2024 and held it in 3 quarters. The position peaked at $227K in Q3 2024. 71 funds tracked by Wall St. Rank hold PTMC as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 5,655 Pacer Trendpilot US Mid Cap ETF shares in Q1 2025, an estimated $209K.
  • Orion Portfolio Solutions first reported a position in Pacer Trendpilot US Mid Cap ETF in Q2 2024 and held it in 3 quarters.
  • Orion Portfolio Solutions's Pacer Trendpilot US Mid Cap ETF position peaked at $227K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.