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 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-4.96K- 49.09% |
$235K - $256K
|
5.14K
$279K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.12K- 26.17% |
$243K - $265K
|
14.4K
$785K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.17K- 1.33% |
$245K - $267K
|
384K
$20.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.1K- 3.16% |
$289K - $315K
|
187K
$10.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.98K- 6.09% |
$331K - $361K
|
108K
$5.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-7.38K- 10.3% |
$350K - $381K
|
64.2K
$3.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.54K- 66.33% |
$358K - $390K
|
3.83K
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.83K- 20.01% |
$371K - $404K
|
31.3K
$1.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-8.5K- 11.52% |
$403K - $439K
|
65.3K
$3.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.3K- 33.17% |
$486K - $530K
|
20.7K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-10.3K- 33.17% |
$486K - $530K
|
20.7K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.6K- 4.12% |
$597K - $651K
|
293K
$15.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15.6K- 23.96% |
$741K - $808K
|
49.6K
$2.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-19.9K- 40.27% |
$945K - $1.03M
|
29.6K
$1.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-25K- 4.12% |
$1.18M - $1.29M
|
581K
$31.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28.7K- 25.02% |
$1.36M - $1.48M
|
86K
$4.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-29.5K- 36.91% |
$1.4M - $1.52M
|
50.4K
$2.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.1K- 2.89% |
$2M - $2.17M
|
1.41M
$76.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-48.7K- 13.74% |
$2.31M - $2.52M
|
306K
$16.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-73.3K- 86.75% |
$3.47M - $3.79M
|
11.2K
$608K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-99.6K- 76.45% |
$4.72M - $5.14M
|
30.7K
$1.67M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-107K- 70.18% |
$5.05M - $5.5M
|
45.3K
$2.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-107K- 40.03% |
$5.08M - $5.53M
|
160K
$8.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-130K- 10.22% |
$6.18M - $6.73M
|
1.14M
$62.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-140K- 11.35% |
$6.64M - $7.24M
|
1.09M
$59.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-161K- 71.46% |
$7.61M - $8.3M
|
64.2K
$3.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-163K- 14.8% |
$7.75M - $8.44M
|
941K
$51.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-173K- 18.62% |
$8.18M - $8.91M
|
754K
$41M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-189K- 56.93% |
$8.94M - $9.74M
|
143K
$7.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-194K- 31.88% |
$9.19M - $10M
|
414K
$22.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-284K- 26.56% |
$13.5M - $14.7M
|
786K
$42.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-294K- 85.41% |
$14M - $15.2M
|
50.3K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-437K- 15.25% |
$20.7M - $22.6M
|
2.43M
$132M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-620K- 13.04% |
$29.4M - $32M
|
4.13M
$224M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.04M- 83.61% |
$49.5M - $54M
|
205K
$11.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-1.36M- 99.41% |
$64.4M - $70.1M
|
8.12K
$441K
|