Purchases and Sales Made in Q1 2025 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 2025. 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 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
426K+ 55.22% |
$12M - $12.8M
|
1.2M
$35.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
223K+ 29.88% |
$6.31M - $6.72M
|
971K
$28.6M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
126K+ 50.1% |
$3.57M - $3.8M
|
379K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
110K+ 74242.57% |
$3.1M - $3.3M
|
110K
$3.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
103K+ 6.78% |
$2.92M - $3.11M
|
1.63M
$47.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
99.1KNew |
$2.8M - $2.98M
|
99.1K
$2.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
56.5KNew |
$1.59M - $1.7M
|
56.5K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
51.7K+ 39.31% |
$1.46M - $1.55M
|
183K
$5.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
45.7KNew |
$1.29M - $1.37M
|
45.7K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
44KNew |
$1.24M - $1.32M
|
44K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39.5K+ 38.9% |
$1.12M - $1.19M
|
141K
$4.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
37.1K+ 245.09% |
$1.05M - $1.12M
|
52.3K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.4K+ 21.99% |
$944K - $1.01M
|
186K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
30.1K+ 28.59% |
$849K - $904K
|
135K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
26.8KNew |
$757K - $806K
|
26.8K
$789K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
24.7K+ 20.81% |
$696K - $742K
|
143K
$4.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
21.1K+ 7.43% |
$596K - $635K
|
305K
$8.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.2K+ 10.33% |
$571K - $608K
|
216K
$6.36M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
17.4KNew |
$491K - $523K
|
17.4K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.6KNew |
$469K - $500K
|
16.6K
$490K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.2K+ 125.42% |
$371K - $395K
|
23.6K
$696K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.71K+ 367.69% |
$274K - $292K
|
12.3K
$363K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
9.63K+ 417.21% |
$272K - $289K
|
11.9K
$351K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.51K+ 1.68% |
$268K - $286K
|
576K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
9.51K+ 1.68% |
$268K - $286K
|
576K
$16.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9KNew |
$254K - $271K
|
9K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.68K+ 17.55% |
$217K - $231K
|
51.4K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.12K+ 89.9% |
$201K - $214K
|
15K
$443K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.31K+ 2.53% |
$178K - $190K
|
255K
$7.51M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.72K+ 0.93% |
$161K - $172K
|
618K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.27K+ 0.72% |
$149K - $159K
|
743K
$21.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.2KNew |
$118K - $126K
|
4.2K
$123K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.95K+ 12.18% |
$111K - $119K
|
36.3K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.95K+ 34.11% |
$83.2K - $88.7K
|
11.6K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.11KNew |
$59.6K - $63.5K
|
2.11K
$62.1K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.59K+ 3.25% |
$44.8K - $47.7K
|
50.4K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.24K+ 2.01% |
$35K - $37.3K
|
63.2K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
849+ 2.15% |
$24K - $25.5K
|
40.4K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
458New |
$12.9K - $13.8K
|
458
$13.5K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
414+ 0.69% |
$11.7K - $12.4K
|
60.4K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
361+ 3.83% |
$10.2K - $10.9K
|
9.78K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
334+ 2.0% |
$9.43K - $10K
|
17.1K
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
315New |
$8.89K - $9.47K
|
315
$9.27K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
143New |
$4.04K - $4.3K
|
143
$4.21K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30+ 0.65% |
$847 - $902
|
4.62K
$136K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-178- 5.69% |
$5.02K - $5.35K
|
2.95K
$86.8K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-201- 1.74% |
$5.67K - $6.04K
|
11.3K
$333K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-650- 6.99% |
$18.3K - $19.5K
|
8.65K
$255K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-887- 6.08% |
$25K - $26.7K
|
13.7K
$403K
|