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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.12KNew |
$243K - $264K
|
5.12K
$278K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.99K+ 11.72% |
$236K - $258K
|
47.5K
$2.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.81KNew |
$228K - $249K
|
4.81K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.79KNew |
$227K - $247K
|
4.79K
$260K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.73KNew |
$224K - $245K
|
4.73K
$257K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.58KNew |
$217K - $237K
|
4.58K
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.51K+ 5.95% |
$214K - $233K
|
80.3K
$4.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4.5K+ 11.68% |
$213K - $232K
|
43K
$2.33M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.25K+ 12.77% |
$201K - $219K
|
37.5K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.22KNew |
$200K - $218K
|
4.22K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.1KNew |
$194K - $212K
|
4.1K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.84K+ 8.67% |
$182K - $199K
|
48.2K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.3K+ 1.85% |
$156K - $170K
|
181K
$9.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.16K+ 6.19% |
$150K - $163K
|
54.1K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.28K+ 11.46% |
$108K - $118K
|
22.2K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.27K+ 0.58% |
$108K - $117K
|
393K
$21.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.26K+ 9.61% |
$107K - $117K
|
25.8K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.89K+ 7.31% |
$89.4K - $97.4K
|
27.7K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.81K+ 1.11% |
$85.8K - $93.5K
|
164K
$8.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.74K+ 7.5% |
$82.4K - $89.8K
|
24.9K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.52K+ 1.92% |
$71.8K - $78.3K
|
80.3K
$4.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.45K+ 1.89% |
$68.7K - $74.8K
|
78K
$4.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.2K+ 17.26% |
$56.8K - $61.8K
|
8.13K
$442K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.19K+ 2.78% |
$56.2K - $61.3K
|
43.9K
$2.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.13K+ 5.38% |
$53.4K - $58.2K
|
22.1K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
890+ 3.05% |
$42.2K - $46K
|
30.1K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
800+ 1.17% |
$37.9K - $41.3K
|
69.3K
$3.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
782+ 12.58% |
$37.1K - $40.4K
|
7K
$380K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
669+ 56.31% |
$31.7K - $34.6K
|
1.86K
$101K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
649+ 3.95% |
$30.8K - $33.5K
|
17.1K
$928K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
621+ 4.13% |
$29.4K - $32.1K
|
15.6K
$850K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
600New |
$28.5K - $31K
|
600
$32.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
591+ 7.36% |
$28K - $30.5K
|
8.62K
$468K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
589+ 8.02% |
$27.9K - $30.4K
|
7.93K
$431K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
550+ 5.6% |
$26.1K - $28.4K
|
10.4K
$563K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
538+ 1.14% |
$25.5K - $27.8K
|
47.6K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
524+ 2.21% |
$24.8K - $27.1K
|
24.2K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
500New |
$23.7K - $25.8K
|
500
$27.2K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
420New |
$19.9K - $21.7K
|
420
$22.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
384+ 1.02% |
$18.2K - $19.8K
|
38.1K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
300+ 7.64% |
$14.2K - $15.5K
|
4.23K
$230K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
262+ 0.61% |
$12.4K - $13.5K
|
43.4K
$2.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
223+ 1.02% |
$10.6K - $11.5K
|
22.1K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
205+ 0.5% |
$9.72K - $10.6K
|
40.8K
$2.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
100+ 26.6% |
$4.74K - $5.17K
|
476
$25.9K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
99+ 1.59% |
$4.69K - $5.12K
|
6.33K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
87+ 1.99% |
$4.13K - $4.5K
|
4.46K
$242K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
37+ 12.85% |
$1.75K - $1.91K
|
325
$17.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19New |
$901 - $982
|
19
$1.03K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1New |
$47.4 - $51.7
|
1
$54.3
|