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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

&Partners's PTMC Position: Q1 2026 in Review

&Partners reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 2% in Q1 2026, selling an estimated $7.47K and leaving 9,917 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

&Partners first reported a position in PTMC in Q4 2024 and has held it in 6 quarters since. The position peaked at $515K in Q3 2025. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

&Partners held 9,917 shares of Pacer Trendpilot US Mid Cap ETF worth $363K as of Q1 2026.
&Partners sold 199 Pacer Trendpilot US Mid Cap ETF shares in Q1 2026, an estimated $7.47K.
Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1867 holding.
&Partners first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
&Partners's Pacer Trendpilot US Mid Cap ETF position peaked at $515K in Q3 2025.
85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.