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 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.16K- 1.82% |
$32.7K - $34.8K
|
62.4K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.14K- 1.8% |
$60.4K - $64.3K
|
117K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-2.63K- 3.15% |
$74.2K - $79.1K
|
80.8K
$2.38M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.68K- 0.65% |
$75.7K - $80.6K
|
410K
$12.1M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3.6K- 4.27% |
$102K - $108K
|
80.8K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-11.4K- 32.88% |
$322K - $343K
|
23.3K
$686K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-14.6K- 17.19% |
$412K - $439K
|
70.4K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.5K- 57.21% |
$495K - $528K
|
13.1K
$386K
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-54.8K- 28.2% |
$1.55M - $1.65M
|
140K
$4.11M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58.6K- 17.1% |
$1.65M - $1.76M
|
284K
$8.37M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-59.6K- 6.2% |
$1.68M - $1.79M
|
902K
$26.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-69.4K- 40.85% |
$1.96M - $2.08M
|
100K
$2.96M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-141K- 8.32% |
$3.98M - $4.24M
|
1.55M
$45.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-168K- 32.07% |
$4.73M - $5.04M
|
355K
$10.5M
|