Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.8K+ 5.87% |
$5.58M - $6.04M
|
1.42M
$95.3M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
59.4K+ 47.07% |
$4.21M - $4.55M
|
186K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
46.2KNew |
$3.27M - $3.54M
|
46.2K
$3.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.1K+ 22.91% |
$2.49M - $2.69M
|
188K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
32.5K+ 186.25% |
$2.3M - $2.49M
|
49.9K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.8K+ 4.04% |
$2.25M - $2.43M
|
818K
$54.8M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
30.5K+ 177.05% |
$2.16M - $2.33M
|
47.7K
$3.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.6K+ 43.45% |
$2.03M - $2.19M
|
94.4K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.7K+ 1.8% |
$1.47M - $1.59M
|
1.17M
$78.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.7K+ 38.19% |
$1.11M - $1.21M
|
56.9K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14K+ 11.61% |
$993K - $1.07M
|
135K
$9.03M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
13.6KNew |
$961K - $1.04M
|
13.6K
$909K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
12.8K+ 329.04% |
$907K - $981K
|
16.7K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.7KNew |
$900K - $974K
|
12.7K
$852K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.1K+ 101.2% |
$856K - $925K
|
24K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.9K+ 142.71% |
$771K - $834K
|
18.5K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.28K+ 1.89% |
$657K - $711K
|
501K
$33.6M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
8.78K+ 19.8% |
$622K - $673K
|
53.1K
$3.56M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.59K+ 1.75% |
$608K - $658K
|
499K
$33.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.17KNew |
$579K - $626K
|
8.17K
$547K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7.7K+ 4.97% |
$545K - $590K
|
163K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.21K+ 3.82% |
$510K - $552K
|
196K
$13.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
7.17K+ 14.65% |
$508K - $550K
|
56.1K
$3.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.94KNew |
$491K - $532K
|
6.94K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
6.72KNew |
$476K - $515K
|
6.72K
$450K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.6K+ 7001.25% |
$397K - $429K
|
5.68K
$381K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.24K+ 2.71% |
$371K - $402K
|
199K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.2K+ 2.7% |
$368K - $398K
|
198K
$13.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
4.61K+ 9.59% |
$327K - $353K
|
52.7K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.39KNew |
$311K - $336K
|
4.39K
$294K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.51KNew |
$248K - $269K
|
3.51K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.43KNew |
$243K - $263K
|
3.43K
$230K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.04KNew |
$215K - $233K
|
3.04K
$204K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.03K+ 200.07% |
$215K - $232K
|
4.55K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.86K+ 2.42% |
$203K - $219K
|
121K
$8.11M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.76K+ 4.27% |
$195K - $211K
|
67.3K
$4.51M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
2.61K+ 1.23% |
$185K - $200K
|
215K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.4KNew |
$170K - $184K
|
2.4K
$161K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.2K+ 4.73% |
$156K - $168K
|
48.6K
$3.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.16K+ 108150.0% |
$153K - $166K
|
2.17K
$145K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.1K+ 494.81% |
$149K - $161K
|
2.52K
$169K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.98K+ 1.32% |
$140K - $152K
|
152K
$10.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.89K+ 4.26% |
$134K - $145K
|
46.3K
$3.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 61.41% |
$130K - $141K
|
4.83K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.79K+ 16.41% |
$127K - $137K
|
12.7K
$851K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.59K+ 5.48% |
$113K - $122K
|
30.6K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.54K+ 5.41% |
$109K - $118K
|
30K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.51K+ 3.85% |
$107K - $116K
|
40.8K
$2.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.43K+ 3.36% |
$101K - $110K
|
44K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.41K+ 22.25% |
$99.6K - $108K
|
7.73K
$518K
|