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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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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.

88 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.
  • 88 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.