Purchases and Sales Made in Q1 2025 in Pacer Fds Tr Trendpilot Us Lar (PTLC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Lar (PTLC) during Q1 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPILOT US LAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
68.8K+ 111.95% |
$3.46M - $3.85M
|
130K
$6.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
58.1KNew |
$2.92M - $3.25M
|
58.1K
$2.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
52K+ 24.11% |
$2.61M - $2.91M
|
268K
$13M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51KNew |
$2.56M - $2.85M
|
51K
$2.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
47.6K+ 3.61% |
$2.39M - $2.66M
|
1.37M
$66.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
29.2KNew |
$1.47M - $1.63M
|
29.2K
$1.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28.2K+ 76.0% |
$1.42M - $1.58M
|
65.3K
$3.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.3K+ 2.24% |
$1.02M - $1.13M
|
927K
$45M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
19.7K+ 13.76% |
$988K - $1.1M
|
163K
$7.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
19.2K+ 68.66% |
$963K - $1.07M
|
47.1K
$2.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
9.86K+ 14.08% |
$496K - $551K
|
79.9K
$3.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.65K+ 116.98% |
$435K - $484K
|
16K
$779K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5.9KNew |
$297K - $330K
|
5.9K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.31K+ 19.04% |
$267K - $297K
|
33.2K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.36K+ 1.91% |
$219K - $244K
|
233K
$11.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.02KNew |
$202K - $225K
|
4.02K
$195K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.97K+ 7.51% |
$149K - $166K
|
42.6K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.36K+ 1.16% |
$118K - $132K
|
206K
$9.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 22.94% |
$63.6K - $70.8K
|
6.78K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
863+ 6.17% |
$43.4K - $48.2K
|
14.8K
$721K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
672+ 13.01% |
$33.8K - $37.6K
|
5.84K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
553+ 10.68% |
$27.8K - $30.9K
|
5.73K
$278K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
541+ 3.85% |
$27.2K - $30.2K
|
14.6K
$708K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
448+ 6.14% |
$22.5K - $25K
|
7.75K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
436+ 1.55% |
$21.9K - $24.4K
|
28.6K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
373+ 2.97% |
$18.7K - $20.9K
|
12.9K
$628K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
333+ 0.45% |
$16.7K - $18.6K
|
73.8K
$3.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
316New |
$15.9K - $17.7K
|
316
$15.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
218+ 0.71% |
$11K - $12.2K
|
30.9K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
83+ 56.85% |
$4.17K - $4.64K
|
229
$11.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
66+ 0.23% |
$3.32K - $3.69K
|
29K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 0.16% |
$854 - $950
|
10.4K
$505K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5+ 0.06% |
$251 - $280
|
8.33K
$405K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.02% |
$50.3 - $55.9
|
5.39K
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.13% |
$50.3 - $55.9
|
767
$37.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-72- 0.73% |
$3.62K - $4.02K
|
9.82K
$477K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-72- 1.6% |
$3.62K - $4.02K
|
4.42K
$214K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-86- 0.52% |
$4.32K - $4.81K
|
16.5K
$800K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-92- 1.45% |
$4.62K - $5.14K
|
6.26K
$304K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-120- 1.49% |
$6.03K - $6.71K
|
7.94K
$386K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-137- 3.06% |
$6.88K - $7.66K
|
4.35K
$211K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-176- 0.27% |
$8.84K - $9.84K
|
66K
$3.2M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-318- 2.24% |
$16K - $17.8K
|
13.9K
$675K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-394- 2.67% |
$19.8K - $22K
|
14.4K
$697K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-427- 1.1% |
$21.5K - $23.9K
|
38.5K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-553- 9.65% |
$27.8K - $30.9K
|
5.18K
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-590- 20.98% |
$29.6K - $33K
|
2.22K
$108K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-807- 6.75% |
$40.6K - $45.1K
|
11.1K
$541K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-1.13K- 6.4% |
$56.6K - $63K
|
16.5K
$800K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.33K- 1.94% |
$117K - $130K
|
117K
$5.69M
|