Purchases and Sales Made in Q2 2024 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 2024. 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 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
186K+ 15.28% |
$4.93M - $5.19M
|
1.41M
$40.9M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
99.9K+ 12.03% |
$2.64M - $2.78M
|
930K
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
98.8K+ 16.29% |
$2.61M - $2.75M
|
705K
$20.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86.1K+ 7.85% |
$2.27M - $2.4M
|
1.18M
$34.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
78.4K+ 528.55% |
$2.07M - $2.18M
|
93.2K
$2.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75K+ 27.71% |
$1.98M - $2.09M
|
346K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
72.2K+ 13.54% |
$1.91M - $2.01M
|
605K
$17.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.4K+ 11.32% |
$1.68M - $1.77M
|
624K
$18.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
52.9KNew |
$1.4M - $1.47M
|
52.9K
$1.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.7K+ 47.97% |
$1.15M - $1.22M
|
135K
$3.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
30.2K+ 5.32% |
$798K - $841K
|
598K
$17.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.6K+ 16.44% |
$651K - $686K
|
174K
$5.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
19.4K+ 37.9% |
$512K - $539K
|
70.5K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.8K+ 3.93% |
$498K - $524K
|
498K
$14.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.2K+ 4.94% |
$428K - $451K
|
344K
$10M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.2K+ 1171.24% |
$350K - $368K
|
14.4K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.9KNew |
$314K - $331K
|
11.9K
$345K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.9KNew |
$289K - $304K
|
10.9K
$318K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.4K+ 19.62% |
$275K - $289K
|
63.4K
$1.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.2KNew |
$269K - $283K
|
10.2K
$296K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.11K+ 38.17% |
$241K - $253K
|
33K
$958K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.65KNew |
$229K - $241K
|
8.65K
$252K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
8.61KNew |
$228K - $240K
|
8.61K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.99K+ 7.43% |
$211K - $222K
|
115K
$3.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.38KNew |
$195K - $205K
|
7.38K
$214K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
6.75K+ 13.29% |
$178K - $188K
|
57.6K
$1.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.82KNew |
$127K - $134K
|
4.82K
$140K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.61KNew |
$122K - $128K
|
4.61K
$134K
|
|
|
Jul 30, 2024
Q2 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
3.91K+ 2.0% |
$103K - $109K
|
199K
$5.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
3.27K+ 17.02% |
$86.4K - $91K
|
22.5K
$654K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.25KNew |
$86K - $90.5K
|
3.25K
$94.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.52K+ 31.22% |
$66.7K - $70.2K
|
10.6K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2KNew |
$52.9K - $55.7K
|
2K
$58.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.52K+ 1.01% |
$40.3K - $42.4K
|
153K
$4.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
700+ 7.78% |
$18.5K - $19.5K
|
9.7K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
549New |
$14.5K - $15.3K
|
549
$16K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
261New |
$6.9K - $7.27K
|
261
$7.59K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$264 - $278
|
10
$291
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-434- 4.3% |
$11.5K - $12.1K
|
9.65K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
SELL
|
- |
-1.43K- 5.43% |
$37.7K - $39.7K
|
24.8K
$722K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.81K- 14.5% |
$47.8K - $50.4K
|
10.7K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.9K- 17.39% |
$50.1K - $52.8K
|
9.01K
$262K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.17K- 22.66% |
$57.2K - $60.3K
|
7.39K
$215K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-3.81K- 0.91% |
$101K - $106K
|
412K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.36K- 23.62% |
$115K - $121K
|
14.1K
$410K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.84K- 8.18% |
$154K - $163K
|
65.5K
$1.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.8K- 10.4% |
$391K - $412K
|
127K
$3.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-15.7K- 2.47% |
$415K - $437K
|
620K
$18M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-15.8K- 5.06% |
$419K - $441K
|
297K
$8.64M
|