Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
300+ 4.9% |
$19.9K - $21.7K
|
6.43K
$480K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
253+ 1.81% |
$16.8K - $18.3K
|
14.2K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
207+ 0.48% |
$13.7K - $15K
|
43.1K
$3.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
183+ 0.64% |
$12.1K - $13.3K
|
28.7K
$2.15M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
100New |
$6.62K - $7.24K
|
100
$7.48K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
93New |
$6.16K - $6.73K
|
93
$6.95K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
80New |
$5.3K - $5.79K
|
80
$5.98K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
79New |
$5.23K - $5.72K
|
79
$5.91K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
51+ 0.21% |
$3.38K - $3.69K
|
24.9K
$1.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
33New |
$2.19K - $2.39K
|
33
$2.47K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32+ 0.27% |
$2.12K - $2.32K
|
12K
$894K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.25% |
$66.2 - $72.4
|
397
$29.7K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6- 0.39% |
$397 - $434
|
1.55K
$116K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-21- 1.95% |
$1.39K - $1.52K
|
1.06K
$78.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62- 0.58% |
$4.11K - $4.49K
|
10.5K
$789K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-65- 1.23% |
$4.3K - $4.71K
|
5.23K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-79- 1.03% |
$5.23K - $5.72K
|
7.56K
$565K
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-150- 0.65% |
$9.93K - $10.9K
|
23K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-162- 3.75% |
$10.7K - $11.7K
|
4.16K
$311K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-252- 6.47% |
$16.7K - $18.2K
|
3.64K
$272K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-269- 0.79% |
$17.8K - $19.5K
|
33.9K
$2.54M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-341- 1.32% |
$22.6K - $24.7K
|
25.4K
$1.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-389- 3.16% |
$25.8K - $28.2K
|
11.9K
$892K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-399- 4.67% |
$26.4K - $28.9K
|
8.15K
$609K
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-404- 1.48% |
$26.8K - $29.3K
|
26.9K
$2.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-426- 8.04% |
$28.2K - $30.8K
|
4.87K
$364K
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-430- 2.35% |
$28.5K - $31.1K
|
17.9K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-618- 15.35% |
$40.9K - $44.7K
|
3.41K
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-633- 4.74% |
$41.9K - $45.8K
|
12.7K
$951K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-772- 2.65% |
$51.1K - $55.9K
|
28.4K
$2.12M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-803- 4.83% |
$53.2K - $58.1K
|
15.8K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-857- 0.31% |
$56.8K - $62.1K
|
275K
$20.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-885- 3.23% |
$58.6K - $64.1K
|
26.5K
$1.98M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.02K- 4.77% |
$67.8K - $74.1K
|
20.5K
$1.53M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.03K- 72.22% |
$68.3K - $74.7K
|
397
$29.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.59K- 1.5% |
$105K - $115K
|
104K
$7.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.79K- 12.01% |
$119K - $130K
|
13.1K
$982K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.18K- 0.74% |
$145K - $158K
|
294K
$22M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.29K- 10.35% |
$151K - $166K
|
19.8K
$1.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.67K- 43.02% |
$177K - $194K
|
3.54K
$265K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.82K- 29.0% |
$319K - $349K
|
11.8K
$882K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.43K- 3.21% |
$426K - $466K
|
194K
$14.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.67K- 10.85% |
$442K - $483K
|
54.8K
$4.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.58K- 2.17% |
$502K - $549K
|
343K
$25.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-7.88K- 59.84% |
$522K - $570K
|
5.29K
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-8.03K- 5.37% |
$532K - $582K
|
141K
$10.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.1K- 39.82% |
$603K - $659K
|
13.8K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.45K- 2.95% |
$626K - $684K
|
310K
$23.2M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-13.5K- 45.27% |
$897K - $980K
|
16.4K
$1.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.2K- 18.24% |
$941K - $1.03M
|
63.7K
$4.76M
|