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TD Private Client Wealth’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

TD Private Client Wealth’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
2025
Q3 		– Sell
-3,000
Closed -$105K – 1558
2025
Q2 		$105K Buy
+3,000
New +$104K ﹤0.01% 732

Other funds holding PTMC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TD Private Client Wealth's PTMC Position: Q3 2025 in Review

TD Private Client Wealth sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2025, closing a stake of 3,000 shares — an estimated $105K sold.

TD Private Client Wealth first reported a position in PTMC in Q2 2025 and held it in 1 quarter. The position peaked at $105K in Q2 2025. 77 funds tracked by Wall St. Rank hold PTMC as of Q3 2025.

  • TD Private Client Wealth reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 3,000 Pacer Trendpilot US Mid Cap ETF shares in Q3 2025, an estimated $105K.
  • TD Private Client Wealth first reported a position in Pacer Trendpilot US Mid Cap ETF in Q2 2025 and held it in 1 quarter.
  • TD Private Client Wealth's Pacer Trendpilot US Mid Cap ETF position peaked at $105K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2025.

Based on TD Private Client Wealth's 13F filing for Q3 2025, filed 27 Oct 2025.