Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
46KNew |
$894K - $927K
|
46K
$910K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
12.2K+ 5.02% |
$237K - $245K
|
255K
$5.04M
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
8K+ 2.44% |
$155K - $161K
|
336K
$6.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.1KNew |
$99.1K - $103K
|
5.1K
$101K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.21K+ 6.65% |
$62.3K - $64.5K
|
51.4K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.76K+ 20.74% |
$53.6K - $55.6K
|
16.1K
$318K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 5.06% |
$41.3K - $42.8K
|
44.2K
$873K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.57K+ 4.53% |
$30.4K - $31.5K
|
36.2K
$715K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
328+ 1.47% |
$6.37K - $6.6K
|
22.6K
$448K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
142+ 1.24% |
$2.76K - $2.86K
|
11.6K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-104- 0.53% |
$2.02K - $2.09K
|
19.6K
$388K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-489- 1.23% |
$9.5K - $9.84K
|
39.2K
$775K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-878- 0.47% |
$17.1K - $17.7K
|
185K
$3.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.04K- 7.13% |
$20.2K - $20.9K
|
13.5K
$267K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.27K- 12.8% |
$63.5K - $65.7K
|
22.2K
$440K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.4K- 41.49% |
$280K - $290K
|
20.3K
$402K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-127K- 90.04% |
$2.48M - $2.57M
|
14.1K
$279K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-208K- 81.44% |
$4.05M - $4.19M
|
47.5K
$939K
|