Purchases and Sales Made in Q2 2025 in Pacer Fds Tr Pacer Us Small Ca (CALF)
This table provides information about the institutional ownership of Pacer Fds Tr Pacer Us Small Ca (CALF) during Q2 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR PACER US SMALL CA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
185KNew |
$5.92M - $7.38M
|
185K
$7.56M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
117K+ 51.3% |
$3.75M - $4.67M
|
345K
$14.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
60.8K+ 55.98% |
$1.95M - $2.42M
|
169K
$6.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
40.6K+ 11.36% |
$1.3M - $1.62M
|
398K
$16.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.4K+ 9.02% |
$1.29M - $1.61M
|
488K
$19.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
28.9KNew |
$923K - $1.15M
|
28.9K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
28.3K+ 137.21% |
$906K - $1.13M
|
49K
$2M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.8K+ 42.29% |
$635K - $791K
|
66.8K
$2.73M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.9K+ 13.28% |
$414K - $516K
|
110K
$4.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$398K - $496K
|
12.4K
$508K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$352K - $439K
|
11K
$450K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.66KNew |
$309K - $385K
|
9.66K
$395K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.33K+ 11.8% |
$235K - $292K
|
69.5K
$2.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
5.93KNew |
$190K - $237K
|
5.93K
$242K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
5.82KNew |
$186K - $232K
|
5.82K
$237K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.55K+ 10.38% |
$178K - $221K
|
59K
$2.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.43K+ 33.79% |
$174K - $216K
|
21.5K
$877K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
5.38KNew |
$172K - $214K
|
5.38K
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.27KNew |
$168K - $210K
|
5.27K
$215K
|
|
|
Jul 24, 2025
Q2 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
5.21KNew |
$167K - $208K
|
5.21K
$213K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
4.4K+ 4.26% |
$141K - $175K
|
108K
$4.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.83K+ 116.42% |
$90.5K - $113K
|
5.26K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.57KNew |
$82.1K - $102K
|
2.57K
$105K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.53K+ 15.13% |
$81.1K - $101K
|
19.3K
$787K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.42K+ 2.27% |
$77.3K - $96.4K
|
109K
$4.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.29K+ 11.38% |
$73.4K - $91.4K
|
22.4K
$916K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.86K+ 15.46% |
$59.4K - $74K
|
13.9K
$566K
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.84K+ 3.9% |
$58.8K - $73.3K
|
49K
$2M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.34K+ 25.51% |
$43K - $53.6K
|
6.61K
$270K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.31K+ 11.36% |
$41.9K - $52.2K
|
12.8K
$524K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.15K+ 16.08% |
$36.8K - $45.8K
|
8.29K
$339K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
897+ 1.73% |
$28.7K - $35.8K
|
52.7K
$2.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
585New |
$18.7K - $23.3K
|
585
$23.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
542New |
$17.3K - $21.6K
|
542
$22.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
328+ 4.9% |
$10.5K - $13.1K
|
7.03K
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
321+ 2.77% |
$10.3K - $12.8K
|
11.9K
$486K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
301+ 22.31% |
$9.63K - $12K
|
1.65K
$67.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
228+ 1.04% |
$7.3K - $9.09K
|
22.2K
$908K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
156+ 1.36% |
$4.99K - $6.22K
|
11.6K
$474K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
141+ 10.03% |
$4.51K - $5.62K
|
1.55K
$63.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
135+ 2.46% |
$4.32K - $5.38K
|
5.63K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
126+ 0.25% |
$4.03K - $5.02K
|
50K
$2.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
123New |
$3.94K - $4.9K
|
123
$5.02K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
102+ 212.5% |
$3.26K - $4.07K
|
150
$6.12K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
98+ 0.88% |
$3.14K - $3.91K
|
11.3K
$460K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
53+ 0.91% |
$1.7K - $2.11K
|
5.9K
$241K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
37+ 0.32% |
$1.18K - $1.48K
|
11.7K
$477K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.1% |
$32 - $39.9
|
961
$39.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-18- 5.63% |
$576 - $718
|
302
$12.3K
|