Stratos Wealth Partners’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Stratos Wealth 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	$216K	Buy	5,914 +14	+0.2%	+$525	﹤0.01%	1498
2025 Q4	$210K	Sell	5,900 -501	-8%	-$18K	﹤0.01%	1488
2025 Q3	$229K	Hold	6,401	–	–	﹤0.01%	1391
2025 Q2	$223K	Hold	6,401	–	–	﹤0.01%	1280
2025 Q1	$221K	Sell	6,401 -269	-4%	-$9.87K	﹤0.01%	1238
2024 Q4	$246K	Buy	6,670 +274	+4%	+$10.5K	﹤0.01%	1250
2024 Q3	$237K	Buy	6,396 +268	+4%	+$9.6K	﹤0.01%	1256
2024 Q2	$213K	Sell	6,128 -268	-4%	-$9.34K	﹤0.01%	1246
2024 Q1	$230K	Buy	6,396 +300	+5%	+$10.1K	﹤0.01%	1224
2023 Q4	$200K	Sell	6,096 -430	-7%	-$13.5K	﹤0.01%	1275
2023 Q3	$206K	Buy	+6,526	New	+$215K	﹤0.01%	1164
2018 Q4	–	Sell	-1,318	Closed	-$44K	–	2086
2018 Q3	$44K	Buy	+1,318	New	+$43.8K	﹤0.01%	1515
2018 Q2	–	Sell	-1,318	Closed	-$41K	–	2179
2018 Q1	$41K	Hold	1,318	–	–	﹤0.01%	1679
2017 Q4	$41K	Buy	+1,318	New	+$40.2K	﹤0.01%	1612

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

Stratos Wealth Partners's PTMC Position: Q1 2026 in Review

Stratos Wealth Partners increased its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 0.24% in Q1 2026, buying an estimated $525 and bringing the position to 5,914 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Stratos Wealth Partners first reported a position in PTMC in Q4 2017 and has held it in 14 quarters since. The position peaked at $246K in Q4 2024. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

Stratos Wealth Partners held 5,914 shares of Pacer Trendpilot US Mid Cap ETF worth $216K as of Q1 2026.
Stratos Wealth Partners bought 14 Pacer Trendpilot US Mid Cap ETF shares in Q1 2026, an estimated $525.
Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1498 holding.
Stratos Wealth Partners first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2017 and has held it in 14 quarters since.
Stratos Wealth Partners's Pacer Trendpilot US Mid Cap ETF position peaked at $246K in Q4 2024.
85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.