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

Strategic Financial 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 		$378K Sell
10,331
-44
-0.4% -$1.65K 0.16% 58
2025
Q4 		$370K Sell
10,375
-26
-0.2% -$933 0.16% 62
2025
Q3 		$372K Sell
10,401
-40
-0.4% -$1.41K 0.17% 61
2025
Q2 		$364K Buy
10,441
+350
+3% +$12.2K 0.17% 59
2025
Q1 		$349K Sell
10,091
-50
-0.5% -$1.83K 0.18% 54
2024
Q4 		$374K Sell
10,141
-50
-0.5% -$1.91K 0.19% 52
2024
Q3 		$378K Buy
10,191
+60
+0.6% +$2.15K 0.19% 52
2024
Q2 		$353K Buy
10,131
+525
+5% +$18.3K 0.19% 53
2024
Q1 		$346K Buy
9,606
+101
+1% +$3.39K 0.19% 54
2023
Q4 		$312K Sell
9,505
-30
-0.3% -$942 0.18% 56
2023
Q3 		$301K Sell
9,535
-205
-2% -$6.75K 0.18% 55
2023
Q2 		$321K Hold
9,740
– – 0.18% 54
2023
Q1 		$309K Hold
9,740
– – 0.19% 54
2022
Q4 		$304K Sell
9,740
-200
-2% -$6.42K 0.19% 55
2022
Q3 		$320K Buy
9,940
+150
+2% +$5.04K 0.2% 46
2022
Q2 		$338K Hold
9,790
– – 0.2% 47
2022
Q1 		$338K Hold
9,790
– – 0.17% 50
2021
Q4 		$358K Sell
9,790
-195
-2% -$7.06K 0.18% 50
2021
Q3 		$351K Hold
9,985
– – 0.19% 52
2021
Q2 		$354K Sell
9,985
-40
-0.4% -$1.42K 0.2% 52
2021
Q1 		$349K Hold
10,025
– – 0.21% 52
2020
Q4 		$327K Sell
10,025
-350
-3% -$10.8K 0.21% 52
2020
Q3 		$283K Sell
10,375
-661
-6% -$18.3K 0.22% 54
2020
Q2 		$302K Sell
11,036
-1,250
-10% -$35.1K 0.25% 49
2020
Q1 		$348K Buy
12,286
+1,961
+19% +$58.3K 0.37% 45
2019
Q4 		$317K Buy
+10,325
New +$308K 0.26% 53

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

Strategic Financial Partners's PTMC Position: Q1 2026 in Review

Strategic Financial Partners reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 0.42% in Q1 2026, selling an estimated $1.65K and leaving 10,331 shares worth $378K. The position accounts for 0.16% of the portfolio, ranked #58.

Strategic Financial Partners first reported a position in PTMC in Q4 2019 and has held it in 26 quarters since. The position peaked at $378K in Q3 2024. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

  • Strategic Financial Partners held 10,331 shares of Pacer Trendpilot US Mid Cap ETF worth $378K as of Q1 2026.
  • Strategic Financial Partners sold 44 Pacer Trendpilot US Mid Cap ETF shares in Q1 2026, an estimated $1.65K.
  • Pacer Trendpilot US Mid Cap ETF made up 0.16% of Strategic Financial Partners's portfolio in Q1 2026, its #58 holding.
  • Strategic Financial Partners first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Partners's Pacer Trendpilot US Mid Cap ETF position peaked at $378K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.