Raymond James Financial’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Raymond James Financial’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	$10.4M	Buy	249,085 +20,683	+9%	+$822K	﹤0.01%	2116
2026 Q1	$8.35M	Sell	228,402 -4,245	-2%	-$159K	﹤0.01%	2172
2025 Q4	$8.3M	Sell	232,647 -22,596	-9%	-$811K	﹤0.01%	2118
2025 Q3	$9.14M	Sell	255,243 -19,239	-7%	-$677K	﹤0.01%	1992
2025 Q2	$9.57M	Buy	274,482 +5,349	+2%	+$186K	﹤0.01%	1912
2025 Q1	$9.31M	Buy	269,133 +15,860	+6%	+$582K	﹤0.01%	1861
2024 Q4	$9.34M	Buy	+253,273	New	+$9.68M	﹤0.01%	1910

Other funds holding PTMC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial's PTMC Position: Q2 2026 in Review

Raymond James Financial increased its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 9.1% in Q2 2026, buying an estimated $822K and bringing the position to 249,085 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Raymond James Financial first reported a position in PTMC in Q4 2024 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

Raymond James Financial held 249,085 shares of Pacer Trendpilot US Mid Cap ETF worth $10.4M as of Q2 2026.
Raymond James Financial bought 20,683 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $822K.
Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2116 holding.
Raymond James Financial first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
88 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.