Unique Wealth
PTMC icon

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
Q3 		$528K Hold
13,504
– – 0.06% 147
2026
Q2 		$565K Buy
+13,504
New +$537K 0.07% 137

Other funds holding PTMC

Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
ADE LLC
ADE LLC Baltimore, Maryland $246M AUM 14.64% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM
J2 Capital Management
J2 Capital Management Troy, Michigan $158M AUM 13.15% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Unique Wealth's PTMC Position: Q3 2026 in Review

Unique Wealth held its Pacer Trendpilot US Mid Cap ETF (PTMC) position steady in Q3 2026 at 13,504 shares worth $528K. The position accounts for 0.06% of the portfolio, ranked #147.

Unique Wealth first reported a position in PTMC in Q2 2026 and has held it in 2 quarters since. The position peaked at $565K in Q2 2026. 20 funds tracked by Wall St. Rank hold PTMC as of Q3 2026.

  • Unique Wealth held 13,504 shares of Pacer Trendpilot US Mid Cap ETF worth $528K as of Q3 2026.
  • Unique Wealth left its Pacer Trendpilot US Mid Cap ETF share count unchanged in Q3 2026.
  • Pacer Trendpilot US Mid Cap ETF made up 0.06% of Unique Wealth's portfolio in Q3 2026, its #147 holding.
  • Unique Wealth first reported a position in Pacer Trendpilot US Mid Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Unique Wealth's Pacer Trendpilot US Mid Cap ETF position peaked at $565K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.