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

&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
Q2 		$413K Sell
9,868
-49
-0.5% -$1.95K ﹤0.01% 1951
2026
Q1 		$363K Sell
9,917
-199
-2% -$7.47K ﹤0.01% 1867
2025
Q4 		$361K Sell
10,116
-4,278
-30% -$154K ﹤0.01% 1802
2025
Q3 		$515K Buy
14,394
+5,995
+71% +$211K ﹤0.01% 1422
2025
Q2 		$293K Sell
8,399
-750
-8% -$26.1K ﹤0.01% 1638
2025
Q1 		$316K Sell
9,149
-3,693
-29% -$136K ﹤0.01% 1381
2024
Q4 		$479K Buy
+12,842
New +$491K 0.01% 1092

Other funds holding PTMC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pacer Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

&Partners's PTMC Position: Q2 2026 in Review

&Partners reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 0.49% in Q2 2026, selling an estimated $1.95K and leaving 9,868 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

&Partners first reported a position in PTMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $515K in Q3 2025. 89 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

  • &Partners held 9,868 shares of Pacer Trendpilot US Mid Cap ETF worth $413K as of Q2 2026.
  • &Partners sold 49 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $1.95K.
  • Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1951 holding.
  • &Partners first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • &Partners's Pacer Trendpilot US Mid Cap ETF position peaked at $515K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.