Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
26.9KNew |
$1.37M - $1.48M
|
26.9K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
9.63K+ 4.41% |
$488K - $528K
|
228K
$12.4M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
5.33K+ 16.9% |
$270K - $292K
|
36.8K
$2M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.85KNew |
$195K - $211K
|
3.85K
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3.72KNew |
$189K - $204K
|
3.72K
$202K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.1K+ 12.01% |
$157K - $170K
|
28.9K
$1.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.1K+ 5.0% |
$157K - $170K
|
65.1K
$3.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
830+ 19.1% |
$42.1K - $45.5K
|
5.18K
$281K
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
BUY
|
- |
710+ 0.3% |
$36K - $39K
|
234K
$12.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
639New |
$32.4K - $35.1K
|
639
$34.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
301New |
$15.3K - $16.5K
|
301
$16.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
195+ 1.19% |
$9.89K - $10.7K
|
16.6K
$900K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
119+ 0.82% |
$6.03K - $6.53K
|
14.6K
$791K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
106New |
$5.37K - $5.82K
|
106
$5.76K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4+ 0.01% |
$203 - $219
|
37.7K
$2.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-40- 0.43% |
$2.03K - $2.19K
|
9.35K
$508K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 0.96% |
$5.07K - $5.49K
|
10.3K
$558K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-157- 17.86% |
$7.96K - $8.61K
|
722
$39.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-165- 3.49% |
$8.37K - $9.05K
|
4.56K
$248K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-173- 7.79% |
$8.77K - $9.49K
|
2.05K
$111K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-178- 43.31% |
$9.02K - $9.77K
|
233
$12.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-179- 3.53% |
$9.08K - $9.82K
|
4.89K
$266K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-205- 4.33% |
$10.4K - $11.2K
|
4.53K
$246K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-311- 3.92% |
$15.8K - $17.1K
|
7.62K
$414K
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-323- 2.52% |
$16.4K - $17.7K
|
12.5K
$679K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-393- 6.37% |
$19.9K - $21.6K
|
5.78K
$314K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-781- 9.02% |
$39.6K - $42.8K
|
7.87K
$428K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-946- 0.31% |
$48K - $51.9K
|
305K
$16.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.68K- 27.68% |
$85.2K - $92.2K
|
4.39K
$239K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.14K- 1.34% |
$109K - $118K
|
158K
$8.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-2.45K- 1.09% |
$124K - $134K
|
223K
$12.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.51K- 31.48% |
$127K - $138K
|
5.47K
$297K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.34K- 0.58% |
$170K - $183K
|
578K
$31.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.97K- 46.75% |
$252K - $273K
|
5.66K
$308K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-8.45K- 12.94% |
$428K - $464K
|
56.9K
$3.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-8.54K- 7.56% |
$433K - $469K
|
104K
$5.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.26K- 3.34% |
$469K - $508K
|
268K
$14.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.95K- 21.98% |
$504K - $546K
|
35.3K
$1.92M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-11.1K- 53.75% |
$563K - $609K
|
9.55K
$519K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-11.2K- 6.84% |
$570K - $617K
|
153K
$8.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-11.4K- 26.5% |
$577K - $625K
|
31.6K
$1.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-16.2K- 11.35% |
$821K - $888K
|
126K
$6.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-224K- 15.81% |
$11.3M - $12.3M
|
1.19M
$64.7M
|