Wealth Enhancement Advisory Services’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Wealth Enhancement Advisory Services’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	$348K	Buy	8,487 +1,973	+30%	+$78.4K	﹤0.01%	3058
2026 Q1	$240K	Buy	6,514 +34	+0.5%	+$1.28K	﹤0.01%	2983
2025 Q4	$241K	Sell	6,480 -2,880	-31%	-$103K	﹤0.01%	3114
2025 Q3	$334K	Sell	9,360 -100	-1%	-$3.52K	﹤0.01%	2684
2025 Q2	$330K	Hold	9,460	–	–	﹤0.01%	2570
2025 Q1	$327K	Sell	9,460 -1,000	-10%	-$36.7K	﹤0.01%	2379
2024 Q4	$386K	Sell	10,460 -1,500	-13%	-$57.3K	﹤0.01%	2180
2024 Q3	$444K	Sell	11,960 -1,000	-8%	-$35.8K	﹤0.01%	1898
2024 Q2	$451K	Buy	12,960 +2,500	+24%	+$87.2K	﹤0.01%	1707
2024 Q1	$377K	Buy	+10,460	New	+$351K	﹤0.01%	1759

Other funds holding PTMC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's PTMC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 30% in Q2 2026, buying an estimated $78.4K and bringing the position to 8,487 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #3058.

Wealth Enhancement Advisory Services first reported a position in PTMC in Q1 2024 and has held it in 10 quarters since. The position peaked at $451K in Q2 2024. 89 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

Wealth Enhancement Advisory Services held 8,487 shares of Pacer Trendpilot US Mid Cap ETF worth $348K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,973 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $78.4K.
Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3058 holding.
Wealth Enhancement Advisory Services first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Pacer Trendpilot US Mid Cap ETF position peaked at $451K in Q2 2024.
89 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.