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TCFG Wealth Management’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

TCFG Wealth Management’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 		$582K Buy
15,907
+2
+0% +$75 0.22% 109
2025
Q4 		$567K Buy
15,905
+1,515
+11% +$54.4K 0.22% 119
2025
Q3 		$515K Buy
+14,390
New +$506K 0.2% 126

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

TCFG Wealth Management's PTMC Position: Q1 2026 in Review

TCFG Wealth Management increased its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 0.01% in Q1 2026, buying an estimated $75 and bringing the position to 15,907 shares worth $582K. The position accounts for 0.22% of the portfolio, ranked #109.

TCFG Wealth Management first reported a position in PTMC in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

  • TCFG Wealth Management held 15,907 shares of Pacer Trendpilot US Mid Cap ETF worth $582K as of Q1 2026.
  • TCFG Wealth Management bought 2 Pacer Trendpilot US Mid Cap ETF shares in Q1 2026, an estimated $75.
  • Pacer Trendpilot US Mid Cap ETF made up 0.22% of TCFG Wealth Management's portfolio in Q1 2026, its #109 holding.
  • TCFG Wealth Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.