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 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.71K+ 9.25% |
$488K - $543K
|
115K
$5.6M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9.39K+ 15.09% |
$472K - $525K
|
71.6K
$3.5M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.04K+ 4.91% |
$454K - $505K
|
193K
$9.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.65K+ 116.98% |
$435K - $484K
|
16K
$783K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.23K+ 354.98% |
$414K - $460K
|
10.6K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.14K+ 46.16% |
$409K - $455K
|
25.8K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.4K+ 112.54% |
$372K - $414K
|
14K
$683K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.5K+ 38.51% |
$327K - $363K
|
23.4K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.44K+ 19.73% |
$324K - $360K
|
39.1K
$1.91M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.39K+ 54.21% |
$321K - $357K
|
18.2K
$887K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.15K+ 1.6% |
$309K - $344K
|
389K
$19M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
6.1K+ 5.08% |
$306K - $341K
|
126K
$6.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
5.9KNew |
$297K - $330K
|
5.9K
$288K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.55K+ 90.59% |
$279K - $310K
|
11.7K
$570K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.31K+ 19.04% |
$267K - $297K
|
33.2K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5K+ 74.33% |
$251K - $280K
|
11.7K
$573K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.54KNew |
$228K - $254K
|
4.54K
$222K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.54K+ 1.3% |
$228K - $254K
|
354K
$17.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.36K+ 1.91% |
$219K - $244K
|
233K
$11.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.02KNew |
$202K - $225K
|
4.02K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4K+ 1.04% |
$201K - $223K
|
390K
$19M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.98K+ 0.66% |
$200K - $223K
|
606K
$29.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
3.93K+ 30.54% |
$197K - $220K
|
16.8K
$820K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.86K+ 1.28% |
$194K - $216K
|
306K
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
3.68K+ 50.2% |
$185K - $205K
|
11K
$537K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.34K+ 2.56% |
$168K - $187K
|
134K
$6.53M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.32K+ 18.8% |
$167K - $185K
|
20.9K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.29K+ 59.4% |
$165K - $184K
|
8.83K
$431K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.97K+ 7.51% |
$149K - $166K
|
42.6K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.85K+ 7.65% |
$143K - $159K
|
40.1K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.8K+ 68.73% |
$141K - $157K
|
6.87K
$336K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.74K+ 205.32% |
$138K - $153K
|
4.08K
$199K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.72KNew |
$136K - $152K
|
2.72K
$133K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.58K+ 13.37% |
$130K - $144K
|
21.9K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.44K+ 1.66% |
$123K - $137K
|
150K
$7.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.36K+ 1.16% |
$118K - $132K
|
206K
$10M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.35K+ 60.75% |
$118K - $131K
|
6.22K
$304K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.34K+ 72.68% |
$117K - $131K
|
5.55K
$271K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.07K+ 5.04% |
$104K - $116K
|
43.1K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.82K+ 7.24% |
$91.5K - $102K
|
27K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1.6K+ 2.39% |
$80.4K - $89.4K
|
68.5K
$3.34M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.54K+ 8.17% |
$77.6K - $86.3K
|
20.5K
$998K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.5K+ 14.01% |
$75.4K - $83.9K
|
12.2K
$596K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.47K+ 128.82% |
$73.7K - $81.9K
|
2.6K
$127K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.43K+ 28.57% |
$71.9K - $80K
|
6.44K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.34KNew |
$67.1K - $74.6K
|
1.34K
$65.2K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.29K+ 8.69% |
$64.9K - $72.2K
|
16.1K
$788K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 22.94% |
$63.6K - $70.8K
|
6.78K
$331K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.11K+ 5.82% |
$55.8K - $62K
|
20.2K
$984K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
981+ 5.28% |
$49.3K - $54.8K
|
19.6K
$955K
|