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 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-15- 0.07% |
$711 - $775
|
21.7K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-84- 8.72% |
$3.98K - $4.34K
|
879
$47.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-93- 1.49% |
$4.41K - $4.81K
|
6.17K
$335K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
SELL
|
- |
-102- 0.62% |
$4.84K - $5.27K
|
16.4K
$889K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-127- 0.87% |
$6.02K - $6.56K
|
14.4K
$785K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-132- 2.99% |
$6.26K - $6.82K
|
4.29K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-165- 1.15% |
$7.82K - $8.53K
|
14.2K
$771K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-183- 2.3% |
$8.68K - $9.46K
|
7.76K
$421K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-189- 0.27% |
$8.96K - $9.77K
|
70.8K
$3.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-196- 50.0% |
$9.29K - $10.1K
|
196
$10.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-248- 5.05% |
$11.8K - $12.8K
|
4.66K
$253K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-265- 1.78% |
$12.6K - $13.7K
|
14.6K
$792K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-270- 40.3% |
$12.8K - $14K
|
400
$21.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-275- 32.93% |
$13K - $14.2K
|
560
$30.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-324- 4.71% |
$15.4K - $16.7K
|
6.55K
$356K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-333- 0.88% |
$15.8K - $17.2K
|
37.7K
$2.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-356- 46.41% |
$16.9K - $18.4K
|
411
$22.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-550- 0.87% |
$26.1K - $28.4K
|
62.4K
$3.39M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-574- 4.13% |
$27.2K - $29.7K
|
13.3K
$724K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-760- 6.0% |
$36K - $39.3K
|
11.9K
$647K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-769- 13.18% |
$36.5K - $39.7K
|
5.07K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-790- 7.92% |
$37.5K - $40.8K
|
9.18K
$499K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-803- 2.42% |
$38.1K - $41.5K
|
32.4K
$1.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-825- 31.68% |
$39.1K - $42.6K
|
1.78K
$96.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-884- 14.02% |
$41.9K - $45.7K
|
5.42K
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-910- 17.69% |
$43.2K - $47K
|
4.23K
$230K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-970- 10.45% |
$46K - $50.1K
|
8.31K
$451K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.01K- 17.59% |
$47.8K - $52.1K
|
4.72K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.11K- 5.5% |
$52.6K - $57.4K
|
19.1K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.22K- 6.2% |
$57.8K - $63K
|
18.4K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.22K- 9.45% |
$58K - $63.2K
|
11.7K
$637K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.44K- 24.31% |
$68K - $74.1K
|
4.47K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.53K- 6.54% |
$72.6K - $79.1K
|
21.9K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.68K- 5.87% |
$79.7K - $86.9K
|
26.9K
$1.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.73K- 8.47% |
$82.2K - $89.5K
|
18.7K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 0.9% |
$88.3K - $96.2K
|
204K
$11.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.25K- 34.99% |
$107K - $116K
|
4.19K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.31K- 1.08% |
$109K - $119K
|
211K
$11.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.65K- 30.41% |
$126K - $137K
|
6.07K
$330K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.8K- 44.36% |
$133K - $145K
|
3.52K
$191K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.2K- 8.55% |
$152K - $165K
|
34.2K
$1.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.42K- 1.66% |
$162K - $177K
|
202K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.67K- 31.31% |
$174K - $190K
|
8.06K
$438K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.75K- 91.93% |
$178K - $194K
|
329
$17.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.84K- 14.24% |
$182K - $198K
|
23.1K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.26K- 3.63% |
$202K - $220K
|
113K
$6.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.31K- 10.74% |
$204K - $222K
|
35.8K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-4.36K- 25.38% |
$207K - $225K
|
12.8K
$696K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-4.5K- 11.44% |
$213K - $232K
|
34.8K
$1.89M
|