Whitaker-Myers Wealth Managers’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Whitaker-Myers Wealth Managers’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	$1.4M	Sell	33,515 -1,949	-5%	-$77.5K	0.23%	64
2026 Q1	$1.3M	Sell	35,464 -1,154	-3%	-$43.3K	0.26%	62
2025 Q4	$1.31M	Sell	36,618 -2,398	-6%	-$86.1K	0.27%	67
2025 Q3	$1.4M	Buy	39,016 +2,765	+8%	+$97.2K	0.3%	43
2025 Q2	$1.26M	Buy	36,251 +546	+2%	+$19K	0.32%	36
2025 Q1	$1.24M	Sell	35,705 -644	-2%	-$23.6K	0.35%	35
2024 Q4	$1.34M	Sell	36,349 -850	-2%	-$32.5K	0.39%	32
2024 Q3	$1.38M	Buy	37,199 +477	+1%	+$17.1K	0.46%	33
2024 Q2	$1.28M	Sell	36,722 -96	-0.3%	-$3.35K	0.47%	34
2024 Q1	$1.33M	Sell	36,818 -472	-1%	-$15.8K	0.56%	30
2023 Q4	$1.23M	Sell	37,290 -864	-2%	-$27.1K	0.61%	29
2023 Q3	$1.2M	Sell	38,154 -750	-2%	-$24.7K	0.75%	28
2023 Q2	$1.28M	Sell	38,904 -443	-1%	-$14.2K	0.86%	27
2023 Q1	$1.25M	Buy	39,347 +292	+0.7%	+$9.59K	0.97%	26
2022 Q4	$1.22M	Buy	+39,055	New	+$1.25M	1.17%	25

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

Whitaker-Myers Wealth Managers's PTMC Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 5.5% in Q2 2026, selling an estimated $77.5K and leaving 33,515 shares worth $1.4M. The position accounts for 0.23% of the portfolio, ranked #64.

Whitaker-Myers Wealth Managers first reported a position in PTMC in Q4 2022 and has held it in 15 quarters since. 89 funds tracked by Wall St. Rank hold PTMC as of Q2 2026.

Whitaker-Myers Wealth Managers held 33,515 shares of Pacer Trendpilot US Mid Cap ETF worth $1.4M as of Q2 2026.
Whitaker-Myers Wealth Managers sold 1,949 Pacer Trendpilot US Mid Cap ETF shares in Q2 2026, an estimated $77.5K.
Pacer Trendpilot US Mid Cap ETF made up 0.23% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #64 holding.
Whitaker-Myers Wealth Managers first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2022 and has held it in 15 quarters since.
89 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.