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TCFG Investment Advisors’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

TCFG Investment Advisors’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 		$279K Sell
6,677
-9,230
-58% -$367K 0.09% 220
2026
Q1 		$582K Buy
+15,907
New +$597K 0.22% 109

Other funds holding PTMC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pacer Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

TCFG Investment Advisors's PTMC Position: Q2 2026 in Review

TCFG Investment Advisors reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 58% in Q2 2026, selling an estimated $367K and leaving 6,677 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #220.

TCFG Investment Advisors first reported a position in PTMC in Q1 2026 and has held it in 2 quarters since. The position peaked at $582K in Q1 2026. 89 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

  • TCFG Investment Advisors held 6,677 shares of Pacer Trendpilot US Mid Cap ETF worth $279K as of Q2 2026.
  • TCFG Investment Advisors sold 9,230 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $367K.
  • Pacer Trendpilot US Mid Cap ETF made up 0.09% of TCFG Investment Advisors's portfolio in Q2 2026, its #220 holding.
  • TCFG Investment Advisors first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • TCFG Investment Advisors's Pacer Trendpilot US Mid Cap ETF position peaked at $582K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.