Purchases and Sales Made in Q1 2023 in Pacer Fds Tr Swan Sos Fd Of Fd (PSFF)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Fd Of Fd (PSFF) during Q1 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR SWAN SOS FD OF FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
129KNew |
$2.79M - $2.95M
|
129K
$3.74M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
47.8K+ 10.7% |
$1.04M - $1.1M
|
495K
$14.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
30.9K+ 10.66% |
$671K - $709K
|
320K
$9.32M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.7K+ 22.92% |
$537K - $568K
|
133K
$3.85M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.3KNew |
$419K - $442K
|
19.3K
$560K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.1K+ 12.4% |
$372K - $393K
|
155K
$4.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.16K+ 57.36% |
$177K - $188K
|
22.4K
$651K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.57K+ 11.9% |
$121K - $128K
|
52.4K
$1.52M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.4K+ 4.77% |
$95.6K - $101K
|
96.6K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.21K+ 42.25% |
$91.5K - $96.7K
|
14.2K
$412K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
670+ 4.68% |
$14.6K - $15.4K
|
15K
$435K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500New |
$10.9K - $11.5K
|
500
$14.5K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
373+ 0.45% |
$8.11K - $8.57K
|
83K
$2.41M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
257New |
$5.59K - $5.91K
|
257
$7.47K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
SELL
|
- |
-402- 2.68% |
$8.74K - $9.24K
|
14.6K
$424K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-761- 5.1% |
$16.5K - $17.5K
|
14.2K
$412K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.93K- 0.58% |
$63.7K - $67.4K
|
500K
$14.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.29K- 7.64% |
$93.3K - $98.6K
|
51.9K
$1.51M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.35K- 27.77% |
$116K - $123K
|
13.9K
$405K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.89K- 1.94% |
$193K - $204K
|
450K
$13.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-30.4K- 10.52% |
$660K - $698K
|
258K
$7.52M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.1K- 3.79% |
$697K - $737K
|
814K
$23.7M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-141K- 35.37% |
$3.07M - $3.24M
|
258K
$7.5M
|