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 Q3	$1.3M	Sell	33,146 -369	-1%	-$15.1K	0.21%	62
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

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Whitaker-Myers Wealth Managers's PTMC Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Pacer Trendpilot US Mid Cap ETF (PTMC) stake by 1.1% in Q3 2026, selling an estimated $15.1K and leaving 33,146 shares worth $1.3M. The position accounts for 0.21% of the portfolio, ranked #62.

Whitaker-Myers Wealth Managers first reported a position in PTMC in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.4M in Q2 2026. 5 funds tracked by Wall St. Rank hold PTMC as of Q3 2026.

Whitaker-Myers Wealth Managers held 33,146 shares of Pacer Trendpilot US Mid Cap ETF worth $1.3M as of Q3 2026.
Whitaker-Myers Wealth Managers sold 369 Pacer Trendpilot US Mid Cap ETF shares in Q3 2026, an estimated $15.1K.
Pacer Trendpilot US Mid Cap ETF made up 0.21% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #62 holding.
Whitaker-Myers Wealth Managers first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2022 and has held it in 16 quarters since.
Whitaker-Myers Wealth Managers's Pacer Trendpilot US Mid Cap ETF position peaked at $1.4M in Q2 2026.
5 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.