Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
225K+ 98262.01% |
$10.7M - $11.6M
|
225K
$11.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
65.4K+ 96.32% |
$3.1M - $3.38M
|
133K
$6.92M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
BUY
|
- |
58.6K+ 33.52% |
$2.78M - $3.03M
|
234K
$12.1M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
26.2K+ 22.45% |
$1.24M - $1.35M
|
143K
$7.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
22.3K+ 400.97% |
$1.06M - $1.15M
|
27.8K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
20.5K+ 186.62% |
$973K - $1.06M
|
31.5K
$1.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
16.6K+ 13.17% |
$787K - $858K
|
143K
$7.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15.3K+ 6.55% |
$725K - $790K
|
248K
$12.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.9K+ 28.09% |
$707K - $770K
|
68K
$3.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.9K+ 106.47% |
$563K - $613K
|
23K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
8.65KNew |
$410K - $447K
|
8.65K
$449K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.99KNew |
$379K - $413K
|
7.99K
$415K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.62K+ 116.85% |
$314K - $342K
|
12.3K
$638K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.54K+ 78.51% |
$310K - $338K
|
14.9K
$772K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
6.2KNew |
$294K - $320K
|
6.2K
$322K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.09K+ 33.5% |
$289K - $314K
|
24.2K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.05KNew |
$287K - $313K
|
6.05K
$314K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.45K+ 18.78% |
$258K - $281K
|
34.5K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
5.42K+ 9.34% |
$257K - $280K
|
63.5K
$3.3M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
5.2KNew |
$246K - $268K
|
5.2K
$270K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.12KNew |
$243K - $264K
|
5.12K
$266K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.99K+ 11.72% |
$236K - $258K
|
47.5K
$2.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.81KNew |
$228K - $249K
|
4.81K
$250K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.73KNew |
$224K - $245K
|
4.73K
$246K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.58KNew |
$217K - $237K
|
4.58K
$238K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.51K+ 5.95% |
$214K - $233K
|
80.3K
$4.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4.5K+ 11.68% |
$213K - $232K
|
43K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.16K+ 6.19% |
$150K - $163K
|
54.1K
$2.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.26K+ 9.61% |
$107K - $117K
|
25.8K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.81K+ 1.11% |
$85.8K - $93.5K
|
164K
$8.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.52K+ 1.92% |
$71.8K - $78.3K
|
80.3K
$4.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.2K+ 17.26% |
$56.8K - $61.8K
|
8.13K
$422K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.19K+ 2.78% |
$56.2K - $61.3K
|
43.9K
$2.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.13K+ 5.38% |
$53.4K - $58.2K
|
22.1K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
890+ 3.05% |
$42.2K - $46K
|
30.1K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
782+ 12.58% |
$37.1K - $40.4K
|
7K
$363K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
669+ 56.31% |
$31.7K - $34.6K
|
1.86K
$96.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
649+ 3.95% |
$30.8K - $33.5K
|
17.1K
$887K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
621+ 4.13% |
$29.4K - $32.1K
|
15.6K
$812K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
600New |
$28.5K - $31K
|
600
$31.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
591+ 7.36% |
$28K - $30.5K
|
8.62K
$447K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
589+ 8.02% |
$27.9K - $30.4K
|
7.93K
$412K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
550+ 5.6% |
$26.1K - $28.4K
|
10.4K
$538K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
538+ 1.14% |
$25.5K - $27.8K
|
47.6K
$2.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
500New |
$23.7K - $25.8K
|
500
$26K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
262+ 0.61% |
$12.4K - $13.5K
|
43.4K
$2.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
223+ 1.02% |
$10.6K - $11.5K
|
22.1K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
100+ 26.6% |
$4.74K - $5.17K
|
476
$24.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1New |
$47.4 - $51.7
|
1
$51.9
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-15- 0.07% |
$711 - $775
|
21.7K
$1.13M
|