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WealthShield Partners’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

WealthShield Partners’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
Q1 		$37 Hold
1
– – ﹤0.01% 608
2025
Q4 		$36 Hold
1
– – ﹤0.01% 564
2025
Q3 		$36 Sell
1
-747
-100% -$26.3K ﹤0.01% 565
2025
Q2 		$26.1K Hold
748
– – ﹤0.01% 455
2025
Q1 		$25.9K Sell
748
-474
-39% -$17.4K ﹤0.01% 445
2024
Q4 		$45.2K Sell
1,222
-747
-38% -$28.5K 0.01% 383
2024
Q3 		$73.1K Buy
1,969
+747
+61% +$26.8K 0.01% 370
2024
Q2 		$42.5K Hold
1,222
– – 0.01% 364
2024
Q1 		$44K Hold
1,222
– – 0.01% 355
2023
Q4 		$40.9K Sell
1,222
-14,291
-92% -$449K 0.01% 371
2023
Q3 		$489K Sell
15,513
-4,555
-23% -$150K 0.07% 211
2023
Q2 		$661K Sell
20,068
-2,811
-12% -$89.9K 0.1% 185
2023
Q1 		$726K Buy
22,879
+16,389
+253% +$538K 0.12% 179
2022
Q4 		$203K Buy
+6,490
New +$208K 0.04% 280
2021
Q2 		– Sell
-3,432
Closed -$119K – 1059
2021
Q1 		$119K Buy
+3,432
New +$117K 0.02% 318
2020
Q4 		– Sell
-6,446
Closed -$176K – 378
2020
Q3 		$176K Sell
6,446
-434
-6% -$12K 0.06% 247
2020
Q2 		$188K Buy
6,880
+2,884
+72% +$81K 0.09% 202
2020
Q1 		$113K Sell
3,996
-6,930
-63% -$206K 0.07% 171
2019
Q4 		$336K Sell
10,926
-6,620
-38% -$198K 0.16% 128
2019
Q3 		$512K Sell
17,546
-1,789
-9% -$51.8K 0.27% 86
2019
Q2 		$564K Sell
19,335
-81,810
-81% -$2.43M 0.33% 64
2019
Q1 		$3.07M Buy
101,145
+49,108
+94% +$1.51M 1.72% 13
2018
Q4 		$1.6M Buy
52,037
+21,539
+71% +$673K 1.09% 23
2018
Q3 		$1.02M Buy
30,498
+21,215
+229% +$704K 0.58% 33
2018
Q2 		$299K Buy
9,283
+8,037
+645% +$255K 0.18% 87
2018
Q1 		$38K Buy
+1,246
New +$39.1K 0.02% 158

Other funds holding PTMC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WealthShield Partners's PTMC Position: Q1 2026 in Review

WealthShield Partners held its Pacer Trendpilot US Mid Cap ETF (PTMC) position steady in Q1 2026 at 1 share worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #608.

WealthShield Partners first reported a position in PTMC in Q1 2018 and has held it in 26 quarters since. The position peaked at $3.07M in Q1 2019. 85 funds tracked by Wall St. Rank hold PTMC as of Q1 2026.

  • WealthShield Partners held 1 share of Pacer Trendpilot US Mid Cap ETF worth $37 as of Q1 2026.
  • WealthShield Partners left its Pacer Trendpilot US Mid Cap ETF share count unchanged in Q1 2026.
  • Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #608 holding.
  • WealthShield Partners first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2018 and has held it in 26 quarters since.
  • WealthShield Partners's Pacer Trendpilot US Mid Cap ETF position peaked at $3.07M in Q1 2019.
  • 85 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.