Wealth Enhancement Advisory Services
PTMC icon

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
Q3 		$292K Sell
7,358
-1,129
-13% -$46.2K ﹤0.01% 3382
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

BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's PTMC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 13% in Q3 2026, selling an estimated $46.2K and leaving 7,358 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #3382.

Wealth Enhancement Advisory Services first reported a position in PTMC in Q1 2024 and has held it in 11 quarters since. The position peaked at $451K in Q2 2024. 5 funds tracked by Wall St. Rank hold PTMC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 7,358 shares of Pacer Trendpilot US Mid Cap ETF worth $292K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 1,129 Pacer Trendpilot US Mid Cap ETF shares in Q3 2026, an estimated $46.2K.
  • Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3382 holding.
  • Wealth Enhancement Advisory Services first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2024 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Pacer Trendpilot US Mid Cap ETF position peaked at $451K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.