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 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
863+ 6.17% |
$43.4K - $48.2K
|
14.8K
$725K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
748+ 3.28% |
$37.6K - $41.8K
|
23.6K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
672+ 13.01% |
$33.8K - $37.6K
|
5.84K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
553+ 10.68% |
$27.8K - $30.9K
|
5.73K
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
541+ 3.85% |
$27.2K - $30.2K
|
14.6K
$711K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
448+ 6.14% |
$22.5K - $25K
|
7.75K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
436+ 1.55% |
$21.9K - $24.4K
|
28.6K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
374+ 3.43% |
$18.8K - $20.9K
|
11.3K
$551K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
373+ 2.97% |
$18.7K - $20.9K
|
12.9K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
340New |
$17.1K - $19K
|
340
$16.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
333+ 0.45% |
$16.7K - $18.6K
|
73.8K
$3.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
316New |
$15.9K - $17.7K
|
316
$15.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
277+ 5.14% |
$13.9K - $15.5K
|
5.67K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
264+ 2.74% |
$13.3K - $14.8K
|
9.89K
$482K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
218+ 0.71% |
$11K - $12.2K
|
30.9K
$1.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
218+ 0.71% |
$11K - $12.2K
|
30.9K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
187+ 24.1% |
$9.4K - $10.5K
|
963
$47K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
180+ 0.48% |
$9.05K - $10.1K
|
38.1K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
168+ 1.82% |
$8.44K - $9.39K
|
9.39K
$458K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
83+ 56.85% |
$4.17K - $4.64K
|
229
$11.2K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
78New |
$3.92K - $4.36K
|
78
$3.81K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
74+ 0.22% |
$3.72K - $4.14K
|
34K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
66+ 0.23% |
$3.32K - $3.69K
|
29K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
45+ 1.04% |
$2.26K - $2.52K
|
4.38K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
37+ 0.09% |
$1.86K - $2.07K
|
40.6K
$1.98M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
34+ 0.68% |
$1.71K - $1.9K
|
5.05K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
18+ 0.44% |
$905 - $1.01K
|
4.15K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 0.16% |
$854 - $950
|
10.4K
$508K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
13+ 0.65% |
$653 - $727
|
2.01K
$98.3K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11+ 0.11% |
$553 - $615
|
10.1K
$493K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.63% |
$402 - $447
|
1.28K
$62.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5+ 0.06% |
$251 - $280
|
8.33K
$407K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.6% |
$251 - $280
|
835
$40.8K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.67% |
$201 - $224
|
603
$29.4K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.47% |
$151 - $168
|
645
$31.5K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.17% |
$101 - $112
|
1.19K
$58K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 0.23% |
$101 - $112
|
862
$42.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.02% |
$50.3 - $55.9
|
5.39K
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.13% |
$50.3 - $55.9
|
767
$37.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- 0.02% |
$50.3 - $55.9
|
5.02K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5- 0.05% |
$251 - $280
|
9.97K
$487K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.01% |
$754 - $839
|
206K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-25- 0.4% |
$1.26K - $1.4K
|
6.3K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-53- 0.63% |
$2.66K - $2.96K
|
8.3K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-62- 5.44% |
$3.12K - $3.47K
|
1.08K
$52.6K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-66- 14.93% |
$3.32K - $3.69K
|
376
$18.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-69- 0.93% |
$3.47K - $3.86K
|
7.34K
$358K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-72- 0.73% |
$3.62K - $4.02K
|
9.82K
$479K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-72- 1.6% |
$3.62K - $4.02K
|
4.42K
$216K
|