Purchases and Sales Made in Q1 2025 in Pacer Fds Tr Trendpilot U S Bo (PTBD)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot U S Bo (PTBD) during Q1 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPILOT U S BO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
135K+ 2098.99% |
$2.7M - $2.76M
|
142K
$2.77M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
120K+ 58.06% |
$2.4M - $2.45M
|
328K
$6.41M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
103K+ 23.14% |
$2.05M - $2.1M
|
547K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
46.1K+ 8.61% |
$919K - $939K
|
581K
$11.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.3K+ 4.63% |
$445K - $455K
|
504K
$9.86M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
17.8KNew |
$356K - $364K
|
17.8K
$349K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$216K - $221K
|
10.8K
$212K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10.2K+ 4.38% |
$203K - $208K
|
243K
$4.75M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
8.93KNew |
$178K - $182K
|
8.93K
$175K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.82K+ 3.15% |
$156K - $159K
|
256K
$5.01M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.5K+ 3.63% |
$130K - $133K
|
185K
$3.63M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.25K+ 12.33% |
$125K - $127K
|
56.9K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.84K+ 4795.05% |
$96.7K - $98.8K
|
4.94K
$96.8K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.8K+ 1.73% |
$75.8K - $77.5K
|
223K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.23K+ 1.34% |
$44.6K - $45.6K
|
169K
$3.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2K+ 5.6% |
$39.9K - $40.7K
|
37.7K
$738K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.33K+ 2.83% |
$26.5K - $27.1K
|
48.2K
$944K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.05K+ 1.62% |
$21K - $21.5K
|
66.1K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
742New |
$14.8K - $15.1K
|
742
$14.5K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
583New |
$11.6K - $11.9K
|
583
$11.4K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
245+ 2.14% |
$4.89K - $5K
|
11.7K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
81New |
$1.62K - $1.65K
|
81
$1.59K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.19% |
$59.9 - $61.2
|
1.55K
$30.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2- 0.02% |
$39.9 - $40.8
|
11.5K
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-51- 0.12% |
$1.02K - $1.04K
|
42K
$823K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-213- 0.61% |
$4.25K - $4.35K
|
34.8K
$682K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-250- 1.99% |
$4.99K - $5.1K
|
12.3K
$241K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-250- 1.99% |
$4.99K - $5.1K
|
12.3K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-377- 2.52% |
$7.52K - $7.69K
|
14.6K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-405- 0.13% |
$8.08K - $8.26K
|
308K
$6.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-612- 2.39% |
$12.2K - $12.5K
|
25K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-973- 1.23% |
$19.4K - $19.8K
|
78.2K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.13K- 42.13% |
$22.5K - $23K
|
1.55K
$30.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.16K- 3.23% |
$23.1K - $23.6K
|
34.8K
$681K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.94K- 7.06% |
$38.7K - $39.5K
|
25.5K
$499K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.1K- 5.03% |
$42K - $42.9K
|
39.7K
$778K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.79K- 34.16% |
$55.6K - $56.8K
|
5.37K
$105K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.87K- 11.37% |
$57.2K - $58.5K
|
22.4K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.53K- 9.67% |
$70.5K - $72K
|
33K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5K- 2.6% |
$99.8K - $102K
|
187K
$3.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6.22K- 21.8% |
$124K - $127K
|
22.3K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.6K- 16.03% |
$132K - $135K
|
34.6K
$678K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-9.53K- 31.73% |
$190K - $194K
|
20.5K
$402K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-11.5K- 36.81% |
$230K - $235K
|
19.7K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.2K- 14.08% |
$323K - $330K
|
98.7K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24.2K- 74.82% |
$484K - $494K
|
8.15K
$160K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-49.4K- 18.38% |
$987K - $1.01M
|
219K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-111K- 82.73% |
$2.22M - $2.27M
|
23.3K
$456K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-140K- 59.87% |
$2.8M - $2.86M
|
94K
$1.84M
|