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 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-728- 16.27% |
$51.6K - $55.8K
|
3.75K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-836- 17.65% |
$59.2K - $64.1K
|
3.9K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-900- 26.75% |
$63.7K - $69K
|
2.47K
$165K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-983- 4.78% |
$69.6K - $75.3K
|
19.6K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.65K- 1.26% |
$117K - $127K
|
130K
$8.69M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.85K- 3.34% |
$131K - $141K
|
53.5K
$3.58M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.92K- 2.22% |
$136K - $147K
|
84.6K
$5.67M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.31K- 8.92% |
$163K - $177K
|
23.6K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-3.04K- 6.03% |
$215K - $233K
|
47.4K
$3.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.07K- 5.99% |
$218K - $235K
|
48.2K
$3.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-4.43K- 12.85% |
$314K - $339K
|
30K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.47K- 22.13% |
$387K - $419K
|
19.2K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5.6K- 98.59% |
$397K - $429K
|
80
$5.36K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.73KClosed |
$477K - $516K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-7K- 37.22% |
$496K - $536K
|
11.8K
$791K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.75K- 65.55% |
$549K - $594K
|
4.08K
$273K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-10.8K- 23.36% |
$765K - $828K
|
35.4K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-11K- 13.52% |
$782K - $846K
|
70.6K
$4.73M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.7K- 34.33% |
$827K - $894K
|
22.3K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-12.8K- 76.69% |
$907K - $981K
|
3.89K
$261K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.2K- 43.5% |
$938K - $1.01M
|
17.2K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28.9K- 97.58% |
$2.05M - $2.21M
|
717
$48K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.5K- 3.08% |
$2.8M - $3.02M
|
1.24M
$83.1M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-56.9K- 30.63% |
$4.03M - $4.36M
|
129K
$8.63M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-60.5K- 8.36% |
$4.28M - $4.63M
|
663K
$44.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-263K- 77.52% |
$18.6M - $20.2M
|
76.3K
$5.11M
|