UBS Group
PTMC icon

UBS Group’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

UBS Group’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 		$2.55M Sell
69,624
-30,793
-31% -$1.16M ﹤0.01% 4747
2025
Q4 		$3.58M Sell
100,417
-959
-0.9% -$34.4K ﹤0.01% 4362
2025
Q3 		$3.63M Sell
101,376
-6,642
-6% -$234K ﹤0.01% 4367
2025
Q2 		$3.77M Sell
108,018
-61,518
-36% -$2.14M ﹤0.01% 4165
2025
Q1 		$5.87M Buy
169,536
+5,448
+3% +$200K ﹤0.01% 3620
2024
Q4 		$6.05M Buy
164,088
+4,510
+3% +$172K ﹤0.01% 3611
2024
Q3 		$5.92M Sell
159,578
-336
-0.2% -$12K ﹤0.01% 2900
2024
Q2 		$5.56M Buy
159,914
+897
+0.6% +$31.3K ﹤0.01% 2769
2024
Q1 		$5.73M Sell
159,017
-34,833
-18% -$1.17M ﹤0.01% 2828
2023
Q4 		$6.37M Sell
193,850
-63,608
-25% -$2M ﹤0.01% 2506
2023
Q3 		$8.12M Sell
257,458
-16,546
-6% -$545K ﹤0.01% 2147
2023
Q2 		$9.03M Buy
274,004
+30,249
+12% +$967K ﹤0.01% 2035
2023
Q1 		$7.74M Buy
243,755
+43,957
+22% +$1.44M ﹤0.01% 2107
2022
Q4 		$6.24M Sell
199,798
-178,098
-47% -$5.72M ﹤0.01% 2285
2022
Q3 		$12.2M Sell
377,896
-40,627
-10% -$1.37M 0.01% 1637
2022
Q2 		$14.5M Buy
418,523
+221,614
+113% +$7.65M 0.01% 1556
2022
Q1 		$6.79M Buy
196,909
+2,316
+1% +$80.8K ﹤0.01% 2257
2021
Q4 		$7.12M Sell
194,593
-17,236
-8% -$624K ﹤0.01% 2467
2021
Q3 		$7.44M Sell
211,829
-259
-0.1% -$9.19K ﹤0.01% 2284
2021
Q2 		$7.53M Sell
212,088
-96,919
-31% -$3.44M ﹤0.01% 2283
2021
Q1 		$10.8M Buy
309,007
+15,799
+5% +$538K ﹤0.01% 1893
2020
Q4 		$9.55M Sell
293,208
-20,715
-7% -$636K ﹤0.01% 1881
2020
Q3 		$8.57M Sell
313,923
-54,402
-15% -$1.51M ﹤0.01% 1746
2020
Q2 		$10.1M Sell
368,325
-256,740
-41% -$7.21M ﹤0.01% 1496
2020
Q1 		$17.7M Sell
625,065
-182,530
-23% -$5.42M 0.01% 1042
2019
Q4 		$24.8M Sell
807,595
-113,195
-12% -$3.38M 0.01% 1223
2019
Q3 		$26.9M Sell
920,790
-179,188
-16% -$5.18M 0.01% 1045
2019
Q2 		$32.1M Sell
1,099,978
-38,903
-3% -$1.16M 0.01% 918
2019
Q1 		$34.6M Buy
1,138,881
+287,676
+34% +$8.82M 0.01% 833
2018
Q4 		$26.3M Buy
851,205
+224,516
+36% +$7.02M 0.01% 907
2018
Q3 		$20.9M Sell
626,689
-26,979
-4% -$896K 0.01% 1176
2018
Q2 		$21.1M Sell
653,668
-32,100
-5% -$1.02M 0.01% 1132
2018
Q1 		$21.2M Buy
685,768
+74,759
+12% +$2.35M 0.01% 1124
2017
Q4 		$19M Sell
611,009
-41,891
-6% -$1.28M 0.01% 1237
2017
Q3 		$19.3M Buy
652,900
+95,939
+17% +$2.75M 0.01% 1118
2017
Q2 		$15.8M Buy
556,961
+26,902
+5% +$754K 0.01% 1189
2017
Q1 		$14.7M Buy
530,059
+189,635
+56% +$5.22M 0.01% 1228
2016
Q4 		$9.05M Sell
340,424
-32,184
-9% -$831K 0.01% 1583
2016
Q3 		$9.51M Buy
372,608
+134,955
+57% +$3.42M 0.01% 1457
2016
Q2 		$5.82M Buy
237,653
+132,035
+125% +$3.16M ﹤0.01% 1815
2016
Q1 		$2.45M Buy
105,618
+94,129
+819% +$2.18M ﹤0.01% 2494
2015
Q4 		$266K Sell
11,489
-3,821
-25% -$88.6K ﹤0.01% 4456
2015
Q3 		$355K Buy
+15,310
New +$366K ﹤0.01% 4181

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

UBS Group's PTMC Position: Q1 2026 in Review

UBS Group reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 31% in Q1 2026, selling an estimated $1.16M and leaving 69,624 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #4747.

UBS Group first reported a position in PTMC in Q3 2015 and has held it in 43 quarters since. The position peaked at $34.6M in Q1 2019. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

  • UBS Group held 69,624 shares of Pacer Trendpilot US Mid Cap ETF worth $2.55M as of Q1 2026.
  • UBS Group sold 30,793 Pacer Trendpilot US Mid Cap ETF shares in Q1 2026, an estimated $1.16M.
  • Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4747 holding.
  • UBS Group first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2015 and has held it in 43 quarters since.
  • UBS Group's Pacer Trendpilot US Mid Cap ETF position peaked at $34.6M in Q1 2019.
  • 85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.