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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.31K+ 18.94% |
$92.4K - $100K
|
8.2K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.25K+ 1.59% |
$88.7K - $96K
|
80K
$5.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.06K+ 404.2% |
$75K - $81.1K
|
1.32K
$88.5K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1K+ 1.79% |
$70.8K - $76.6K
|
56.7K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
921+ 1.1% |
$65.2K - $70.6K
|
84.8K
$5.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
871New |
$61.7K - $66.7K
|
871
$58.4K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
688+ 4.94% |
$48.7K - $52.7K
|
14.6K
$980K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
681+ 20.26% |
$48.2K - $52.2K
|
4.04K
$271K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
655+ 24.19% |
$46.4K - $50.2K
|
3.36K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
525+ 2.64% |
$37.2K - $40.2K
|
20.4K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
508+ 3.91% |
$36K - $38.9K
|
13.5K
$905K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
474+ 5.23% |
$33.6K - $36.3K
|
9.54K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
450+ 4.19% |
$31.9K - $34.5K
|
11.2K
$750K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
402+ 6.35% |
$28.5K - $30.8K
|
6.73K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
288+ 52.08% |
$20.4K - $22.1K
|
841
$56.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
279+ 2.7% |
$19.8K - $21.4K
|
10.6K
$711K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
279+ 2.7% |
$19.8K - $21.4K
|
10.6K
$711K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
250+ 21.74% |
$17.7K - $19.2K
|
1.4K
$93.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
216+ 1.03% |
$15.3K - $16.5K
|
21.2K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
200New |
$14.2K - $15.3K
|
200
$13.4K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
182+ 0.95% |
$12.9K - $13.9K
|
19.3K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
181+ 2.47% |
$12.8K - $13.9K
|
7.52K
$504K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
109+ 0.42% |
$7.72K - $8.35K
|
25.9K
$1.73M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
66+ 1.93% |
$4.67K - $5.06K
|
3.48K
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
43+ 0.5% |
$3.05K - $3.29K
|
8.58K
$575K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33+ 0.04% |
$2.34K - $2.53K
|
89.7K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
29+ 0.24% |
$2.05K - $2.22K
|
12.1K
$809K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
24+ 0.21% |
$1.7K - $1.84K
|
11.7K
$786K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20+ 0.32% |
$1.42K - $1.53K
|
6.29K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.09% |
$1.27K - $1.38K
|
1.67K
$112K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
11+ 1.88% |
$779 - $843
|
595
$39.9K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3+ 2.0% |
$212 - $230
|
153
$10.3K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3+ 0.32% |
$212 - $230
|
953
$63.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8- 0.05% |
$567 - $613
|
15.8K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-37- 1.1% |
$2.62K - $2.83K
|
3.33K
$223K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-64- 1.65% |
$4.53K - $4.9K
|
3.82K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-101- 25.19% |
$7.15K - $7.74K
|
300
$20.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-109- 0.88% |
$7.72K - $8.35K
|
12.3K
$827K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-113- 1.15% |
$8K - $8.66K
|
9.73K
$652K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-119- 0.92% |
$8.43K - $9.12K
|
12.9K
$862K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-125- 0.05% |
$8.85K - $9.58K
|
260K
$17.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-147- 2.81% |
$10.4K - $11.3K
|
5.08K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-151- 1.4% |
$10.7K - $11.6K
|
10.6K
$713K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-187- 4.5% |
$13.2K - $14.3K
|
3.96K
$266K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-192- 3.06% |
$13.6K - $14.7K
|
6.08K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-234- 4.54% |
$16.6K - $17.9K
|
4.92K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-288- 3.42% |
$20.4K - $22.1K
|
8.13K
$545K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-307- 1.34% |
$21.7K - $23.5K
|
22.6K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-385- 2.93% |
$27.3K - $29.5K
|
12.8K
$855K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-500- 24.68% |
$35.4K - $38.3K
|
1.53K
$102K
|