Purchases and Sales Made in Q1 2024 in Pacer Fds Tr Trendpliot 100 Et (PTNQ)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpliot 100 Et (PTNQ) during Q1 2024. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPLIOT 100 ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.17K+ 721.67% |
$139K - $149K
|
2.47K
$184K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.16K+ 68.87% |
$139K - $149K
|
5.3K
$396K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.02K+ 13.8% |
$129K - $139K
|
16.6K
$1.24M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.85K+ 3.23% |
$119K - $128K
|
59.1K
$4.42M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.67K+ 2.58% |
$107K - $115K
|
66.3K
$4.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.54K+ 23.95% |
$98.7K - $106K
|
7.96K
$595K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.45KNew |
$93.2K - $100K
|
1.45K
$109K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.25KNew |
$80.4K - $86.2K
|
1.25K
$93.6K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$64.2K - $68.9K
|
1K
$74.8K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
966+ 2.31% |
$62K - $66.5K
|
42.8K
$3.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
942+ 2.02% |
$60.5K - $64.9K
|
47.6K
$3.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
855New |
$54.9K - $58.9K
|
855
$63.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
770+ 5.4% |
$49.4K - $53K
|
15K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
735+ 4.81% |
$47.2K - $50.6K
|
16K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
722+ 0.26% |
$46.3K - $49.7K
|
276K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
678+ 8.32% |
$43.5K - $46.7K
|
8.82K
$660K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
490+ 1.02% |
$31.5K - $33.7K
|
48.6K
$3.63M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
474+ 1.69% |
$30.4K - $32.6K
|
28.5K
$2.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$25.7K - $27.5K
|
400
$29.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
364+ 114.11% |
$23.4K - $25.1K
|
683
$51.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
313+ 3.98% |
$20.1K - $21.6K
|
8.19K
$612K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
290New |
$18.6K - $20K
|
290
$21.7K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
278+ 2.31% |
$17.8K - $19.1K
|
12.3K
$921K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
208+ 1.41% |
$13.4K - $14.3K
|
14.9K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
196New |
$12.6K - $13.5K
|
196
$14.7K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
164+ 1.34% |
$10.5K - $11.3K
|
12.4K
$924K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
130New |
$8.34K - $8.95K
|
130
$9.72K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
50+ 1.48% |
$3.21K - $3.44K
|
3.42K
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49+ 0.58% |
$3.15K - $3.37K
|
8.55K
$639K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
35New |
$2.25K - $2.41K
|
35
$2.62K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.85% |
$899 - $964
|
1.65K
$124K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6+ 0.39% |
$385 - $413
|
1.56K
$116K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4+ 1.02% |
$257 - $275
|
398
$29.8K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 1.27% |
$257 - $275
|
318
$23.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 1.43% |
$128 - $138
|
142
$10.6K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 0.28% |
$193 - $207
|
1.08K
$80.4K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-24- 0.56% |
$1.54K - $1.65K
|
4.28K
$320K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-73- 1.78% |
$4.69K - $5.03K
|
4.03K
$301K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-84- 2.63% |
$5.39K - $5.78K
|
3.11K
$233K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-184- 0.71% |
$11.8K - $12.7K
|
25.8K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-216- 0.26% |
$13.9K - $14.9K
|
84.1K
$6.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-293- 2.15% |
$18.8K - $20.2K
|
13.4K
$999K
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-545- 11.21% |
$35K - $37.5K
|
4.32K
$323K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-620- 0.81% |
$39.8K - $42.7K
|
76.2K
$5.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-781- 11.08% |
$50.1K - $53.8K
|
6.27K
$468K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1K- 3.54% |
$64.2K - $68.9K
|
27.3K
$2.04M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.03K- 72.15% |
$66.2K - $71K
|
398
$29.8K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.22K- 78.52% |
$78.1K - $83.8K
|
333
$24.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.57K- 12.47% |
$101K - $108K
|
11K
$825K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.57K- 12.47% |
$101K - $108K
|
11K
$825K
|