Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
160KNew |
$8.51M - $9.97M
|
160K
$12M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 15.22% |
$6.07M - $7.1M
|
865K
$64.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
102K+ 32.97% |
$5.42M - $6.34M
|
412K
$30.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.2K+ 7.84% |
$3.51M - $4.11M
|
910K
$68.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
62.2K+ 78.97% |
$3.3M - $3.86M
|
141K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.9K+ 5.22% |
$2.75M - $3.22M
|
1.05M
$78.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.3K+ 158.31% |
$1.87M - $2.19M
|
57.6K
$4.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.8K+ 31.58% |
$1.79M - $2.1M
|
141K
$10.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.5K+ 85.98% |
$1.3M - $1.52M
|
53K
$3.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.3K+ 87.49% |
$1.18M - $1.39M
|
47.8K
$3.58M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20K+ 3.33% |
$1.06M - $1.24M
|
620K
$46.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
19.1KNew |
$1.01M - $1.18M
|
19.1K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.3K+ 73.75% |
$920K - $1.08M
|
40.8K
$3.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.8K+ 4.54% |
$680K - $796K
|
295K
$22.1M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.4KNew |
$655K - $767K
|
12.4K
$924K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.2K+ 8.5% |
$647K - $757K
|
156K
$11.6M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.9K+ 104.39% |
$578K - $676K
|
21.3K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.7K+ 4.78% |
$569K - $666K
|
235K
$17.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.71K+ 3.17% |
$515K - $603K
|
316K
$23.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.38K+ 42.74% |
$445K - $520K
|
28K
$2.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8KNew |
$425K - $497K
|
8K
$599K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.28K+ 118.02% |
$333K - $390K
|
11.6K
$868K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.26K+ 96.89% |
$332K - $388K
|
12.7K
$951K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.72KNew |
$250K - $293K
|
4.72K
$353K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.33K+ 3.77% |
$230K - $269K
|
119K
$8.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.89KNew |
$206K - $242K
|
3.89K
$291K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.82KNew |
$203K - $237K
|
3.82K
$286K
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
3.37KNew |
$179K - $209K
|
3.37K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.33KNew |
$176K - $206K
|
3.33K
$249K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.25KNew |
$172K - $202K
|
3.25K
$243K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.05K+ 56.88% |
$162K - $189K
|
8.41K
$629K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
2.55K+ 4.06% |
$135K - $158K
|
65.2K
$4.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.09K+ 20.2% |
$111K - $130K
|
12.4K
$929K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.31KNew |
$69.4K - $81.3K
|
1.31K
$97.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.17K+ 2.38% |
$62.2K - $72.8K
|
50.3K
$3.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1.1K+ 2.0% |
$58.4K - $68.3K
|
56.2K
$4.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
850New |
$45.1K - $52.8K
|
850
$63.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
715+ 7.12% |
$37.9K - $44.4K
|
10.8K
$805K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
692+ 2.25% |
$36.7K - $43K
|
31.5K
$2.35M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
600+ 7.79% |
$31.8K - $37.3K
|
8.3K
$621K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
386New |
$20.5K - $24K
|
386
$28.9K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
375New |
$19.9K - $23.3K
|
375
$28.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
360+ 2.54% |
$19.1K - $22.4K
|
14.5K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
213+ 125.29% |
$11.3K - $13.2K
|
383
$28.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
159New |
$8.43K - $9.87K
|
159
$11.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
140+ 0.89% |
$7.43K - $8.69K
|
15.8K
$1.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
106+ 1.11% |
$5.62K - $6.58K
|
9.63K
$720K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
98New |
$5.2K - $6.08K
|
98
$7.33K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
50+ 0.89% |
$2.65K - $3.1K
|
5.68K
$425K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50New |
$2.65K - $3.1K
|
50
$3.74K
|