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

Unique 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
2026 Q2	$565K	Buy	+13,504	New	+$537K	0.07%	137

Other funds holding PTMC

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

J2 Capital Management Troy, Michigan $149M AUM 18.29% 1-Year Est. Return

Unique Wealth's PTMC Position: Q2 2026 in Review

Unique Wealth opened a new position in Pacer Trendpilot US Mid Cap ETF (PTMC) in Q2 2026: 13,504 shares worth $565K. The stake represents 0.07% of the portfolio and ranks #137 among its holdings.

20 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

Unique Wealth held 13,504 shares of Pacer Trendpilot US Mid Cap ETF worth $565K as of Q2 2026.
Pacer Trendpilot US Mid Cap ETF was a new Unique Wealth position in Q2 2026.
Pacer Trendpilot US Mid Cap ETF made up 0.07% of Unique Wealth's portfolio in Q2 2026, its #137 holding.
20 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.