Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
546KNew |
$12.5M - $13.3M
|
546K
$15.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
326K+ 253.59% |
$7.44M - $7.93M
|
454K
$13.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
210KNew |
$4.8M - $5.12M
|
210K
$6.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
163K+ 20.06% |
$3.73M - $3.97M
|
977K
$28.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
97.2KNew |
$2.22M - $2.37M
|
97.2K
$2.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
66K+ 13.35% |
$1.51M - $1.61M
|
561K
$16.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
61.3K+ 23.77% |
$1.4M - $1.49M
|
319K
$9.29M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
56.8K+ 21.97% |
$1.3M - $1.38M
|
315K
$9.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46K+ 205.52% |
$1.05M - $1.12M
|
68.4K
$1.99M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
22.9KNew |
$522K - $556K
|
22.9K
$664K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.2K+ 16.74% |
$506K - $540K
|
155K
$4.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.1K+ 4.9% |
$503K - $537K
|
472K
$13.7M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
18.6KNew |
$425K - $453K
|
18.6K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7KNew |
$291K - $310K
|
12.7K
$371K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
11.3KNew |
$259K - $276K
|
11.3K
$330K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9K+ 7.01% |
$248K - $264K
|
166K
$4.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6K+ 70.67% |
$242K - $257K
|
25.6K
$743K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.19K+ 13.85% |
$164K - $175K
|
59.1K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.1K+ 1.02% |
$116K - $124K
|
505K
$14.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.17K+ 11.25% |
$49.5K - $52.7K
|
21.4K
$623K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
761+ 5.37% |
$17.4K - $18.5K
|
14.9K
$434K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
222+ 0.42% |
$5.07K - $5.4K
|
52.6K
$1.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-376- 2.7% |
$8.58K - $9.15K
|
13.5K
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-866- 5.94% |
$19.8K - $21.1K
|
13.7K
$399K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.35K- 7.41% |
$53.7K - $57.2K
|
29.4K
$854K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.85K- 3.43% |
$65K - $69.2K
|
80.2K
$2.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-15.7K- 4.91% |
$359K - $383K
|
305K
$8.86M
|