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Sigma Planning Corp’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-5,897
Closed -$206K – 1365
2025
Q2 		$206K Buy
+5,897
New +$205K 0.01% 1165
2025
Q1 		– Sell
-6,093
Closed -$225K – 1266
2024
Q4 		$225K Sell
6,093
-124
-2% -$4.74K 0.01% 1041
2024
Q3 		$231K Buy
+6,217
New +$223K 0.01% 1073
2023
Q3 		– Sell
-8,300
Closed -$273K – 1285
2023
Q2 		$273K Sell
8,300
-3,018
-27% -$96.5K 0.01% 976
2023
Q1 		$359K Sell
11,318
-2,716
-19% -$89.2K 0.01% 941
2022
Q4 		$438K Sell
14,034
-858
-6% -$27.6K 0.02% 813
2022
Q3 		$479K Sell
14,892
-8,958
-38% -$301K 0.02% 746
2022
Q2 		$824K Sell
23,850
-60
-0.3% -$2.07K 0.03% 550
2022
Q1 		$825K Sell
23,910
-1,848
-7% -$64.5K 0.02% 620
2021
Q4 		$942K Sell
25,758
-396
-2% -$14.3K 0.03% 570
2021
Q3 		$918K Buy
26,154
+318
+1% +$11.3K 0.03% 573
2021
Q2 		$917K Sell
25,836
-279
-1% -$9.91K 0.03% 584
2021
Q1 		$909K Sell
26,115
-660
-2% -$22.5K 0.03% 540
2020
Q4 		$872K Sell
26,775
-2,618
-9% -$80.4K 0.03% 482
2020
Q3 		$802K Sell
29,393
-2,322
-7% -$64.3K 0.03% 465
2020
Q2 		$868K Sell
31,715
-1,538
-5% -$43.2K 0.04% 427
2020
Q1 		$942K Sell
33,253
-3,172
-9% -$94.3K 0.06% 334
2019
Q4 		$1.12M Sell
36,425
-1,332
-4% -$39.8K 0.05% 373
2019
Q3 		$1.1M Sell
37,757
-20,025
-35% -$579K 0.05% 347
2019
Q2 		$1.68M Sell
57,782
-6,724
-10% -$200K 0.09% 246
2019
Q1 		$1.96M Buy
64,506
+32,057
+99% +$983K 0.11% 202
2018
Q4 		$1M Buy
32,449
+12,270
+61% +$384K 0.07% 260
2018
Q3 		$673K Buy
20,179
+1,284
+7% +$42.6K 0.04% 387
2018
Q2 		$609K Buy
18,895
+3,857
+26% +$122K 0.04% 402
2018
Q1 		$464K Buy
15,038
+1,684
+13% +$52.8K 0.03% 456
2017
Q4 		$415K Buy
13,354
+486
+4% +$14.8K 0.03% 494
2017
Q3 		$381K Buy
12,868
+2,194
+21% +$62.9K 0.03% 517
2017
Q2 		$303K Buy
+10,674
New +$299K 0.03% 567

Other funds holding PTMC

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sigma Planning Corp's PTMC Position: Q3 2025 in Review

Sigma Planning Corp sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2025, closing a stake of 5,897 shares — an estimated $206K sold.

Sigma Planning Corp first reported a position in PTMC in Q2 2017 and held it in 28 quarters. The position peaked at $1.96M in Q1 2019. 77 funds tracked by Wall St. Rank hold PTMC as of Q3 2025.

  • Sigma Planning Corp reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 5,897 Pacer Trendpilot US Mid Cap ETF shares in Q3 2025, an estimated $206K.
  • Sigma Planning Corp first reported a position in Pacer Trendpilot US Mid Cap ETF in Q2 2017 and held it in 28 quarters.
  • Sigma Planning Corp's Pacer Trendpilot US Mid Cap ETF position peaked at $1.96M in Q1 2019.
  • 77 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.