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Steward Partners Investment Advisory’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Steward Partners Investment Advisory’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 		$112K Buy
3,049
+1
+0% +$38 ﹤0.01% 2315
2025
Q4 		$109K Hold
3,048
– – ﹤0.01% 2242
2025
Q3 		$109K Sell
3,048
-1
-0% -$35 ﹤0.01% 2182
2025
Q2 		$106K Hold
3,049
– – ﹤0.01% 2077
2025
Q1 		$106K Hold
3,049
– – ﹤0.01% 1982
2024
Q4 		$112K Sell
3,049
-471
-13% -$18K ﹤0.01% 1920
2024
Q3 		$131K Hold
3,520
– – ﹤0.01% 1742
2024
Q2 		$122K Sell
3,520
-103
-3% -$3.59K ﹤0.01% 1680
2024
Q1 		$131K Sell
3,623
-470
-11% -$15.8K ﹤0.01% 1633
2023
Q4 		$134K Sell
4,093
-20,991
-84% -$659K ﹤0.01% 1542
2023
Q3 		$791K Buy
25,084
+2,574
+11% +$84.8K 0.01% 758
2023
Q2 		$741K Buy
22,510
+16,042
+248% +$513K 0.01% 797
2023
Q1 		$205K Sell
6,468
-1,100
-15% -$36.1K ﹤0.01% 1268
2022
Q4 		$236K Buy
7,568
+1
+0% +$32 ﹤0.01% 1174
2022
Q3 		$243K Sell
7,567
-114
-1% -$3.83K ﹤0.01% 1122
2022
Q2 		$265K Hold
7,681
– – ﹤0.01% 1088
2022
Q1 		$265K Hold
7,681
– – ﹤0.01% 1187
2021
Q4 		$281K Sell
7,681
-1,035
-12% -$37.5K ﹤0.01% 1171
2021
Q3 		$306K Sell
8,716
-1,651
-16% -$58.6K 0.01% 1103
2021
Q2 		$368K Buy
10,367
+1,095
+12% +$38.9K 0.01% 1070
2021
Q1 		$323K Buy
9,272
+2,462
+36% +$83.8K 0.01% 1061
2020
Q4 		$222K Hold
6,810
– – ﹤0.01% 1027
2020
Q3 		$186K Sell
6,810
-856
-11% -$23.7K ﹤0.01% 973
2020
Q2 		$210K Sell
7,666
-2,199
-22% -$61.8K 0.01% 867
2020
Q1 		$279K Sell
9,865
-2,605
-21% -$77.4K 0.01% 698
2019
Q4 		$383K Buy
12,470
+4,820
+63% +$144K 0.01% 692
2019
Q3 		$223K Sell
7,650
-18,162
-70% -$525K 0.01% 815
2019
Q2 		$752K Buy
25,812
+11,760
+84% +$350K 0.03% 448
2019
Q1 		$426K Sell
14,052
-151
-1% -$4.63K 0.02% 552
2018
Q4 		$438K Sell
14,203
-280,014
-95% -$8.75M 0.02% 521
2018
Q3 		$9.81M Buy
294,217
+138,000
+88% +$4.58M 0.47% 46
2018
Q2 		$5.03M Buy
+156,217
New +$4.96M 0.3% 79

Other funds holding PTMC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $38.8B AUM 21.88% 1-Year Est. Return

Steward Partners Investment Advisory's PTMC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 0.03% in Q1 2026, buying an estimated $38 and bringing the position to 3,049 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

Steward Partners Investment Advisory first reported a position in PTMC in Q2 2018 and has held it in 32 quarters since. The position peaked at $9.81M in Q3 2018. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

  • Steward Partners Investment Advisory held 3,049 shares of Pacer Trendpilot US Mid Cap ETF worth $112K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1 Pacer Trendpilot US Mid Cap ETF share in Q1 2026, an estimated $38.
  • Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2315 holding.
  • Steward Partners Investment Advisory first reported a position in Pacer Trendpilot US Mid Cap ETF in Q2 2018 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's Pacer Trendpilot US Mid Cap ETF position peaked at $9.81M in Q3 2018.
  • 85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.