Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
BUY
|
- |
131KNew |
$8.62M - $9.38M
|
131K
$9.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
47.4KNew |
$3.12M - $3.39M
|
47.4K
$3.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
18.2K+ 11.17% |
$1.2M - $1.3M
|
181K
$13.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.31KNew |
$546K - $595K
|
8.31K
$601K
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
4.87K+ 2.27% |
$320K - $348K
|
220K
$15.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.56KNew |
$234K - $255K
|
3.56K
$257K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.45KNew |
$227K - $247K
|
3.45K
$250K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.32KNew |
$218K - $237K
|
3.32K
$240K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.79K+ 6.91% |
$118K - $128K
|
27.7K
$2M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 27.97% |
$88.8K - $96.7K
|
6.18K
$447K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.27K+ 27.9% |
$83.4K - $90.8K
|
5.82K
$421K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
925New |
$60.8K - $66.2K
|
925
$66.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
659+ 16.94% |
$43.3K - $47.2K
|
4.55K
$329K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
600New |
$39.5K - $42.9K
|
600
$43.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
452New |
$29.7K - $32.3K
|
452
$32.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
427+ 3.16% |
$28.1K - $30.6K
|
13.9K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
396+ 4.15% |
$26K - $28.3K
|
9.93K
$719K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
208+ 0.92% |
$13.7K - $14.9K
|
22.8K
$1.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
175+ 2.14% |
$11.5K - $12.5K
|
8.34K
$604K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
164+ 0.84% |
$10.8K - $11.7K
|
19.7K
$1.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
80+ 0.63% |
$5.26K - $5.73K
|
12.8K
$928K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
29+ 0.24% |
$1.91K - $2.08K
|
12.4K
$895K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-30- 0.58% |
$1.97K - $2.15K
|
5.14K
$371K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39- 0.27% |
$2.56K - $2.79K
|
14.6K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-71- 0.87% |
$4.67K - $5.08K
|
8.12K
$588K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-80- 1.15% |
$5.26K - $5.73K
|
6.86K
$496K
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-589- 14.86% |
$38.7K - $42.2K
|
3.38K
$244K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-786- 19.45% |
$51.7K - $56.3K
|
3.26K
$236K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.31K- 33.64% |
$86.3K - $93.9K
|
2.59K
$187K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.47K- 4.89% |
$96.6K - $105K
|
28.6K
$2.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.69K- 10.71% |
$111K - $121K
|
14.1K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.98K- 15.57% |
$130K - $141K
|
10.7K
$776K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-2.35K- 5.76% |
$155K - $168K
|
38.4K
$2.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-2.51K- 18.47% |
$165K - $179K
|
11.1K
$800K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.06K- 28.83% |
$201K - $219K
|
7.56K
$547K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3.12K- 49.63% |
$205K - $223K
|
3.17K
$229K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.16K- 29.77% |
$208K - $226K
|
7.46K
$539K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-4.82K- 5.7% |
$317K - $345K
|
79.8K
$5.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.07K- 10.81% |
$399K - $434K
|
50.1K
$3.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.25K- 13.49% |
$411K - $447K
|
40.1K
$2.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-14.3K- 27.04% |
$937K - $1.02M
|
38.5K
$2.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.7K- 20.86% |
$969K - $1.05M
|
55.9K
$4.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.3K- 16.24% |
$1.01M - $1.1M
|
79.1K
$5.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.1K- 9.17% |
$1.19M - $1.3M
|
179K
$13M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-18.4K- 60.23% |
$1.21M - $1.32M
|
12.2K
$880K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22K- 16.99% |
$1.45M - $1.58M
|
108K
$7.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-30.3K- 85.51% |
$1.99M - $2.17M
|
5.13K
$371K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-34.4K- 71.29% |
$2.26M - $2.46M
|
13.8K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-78.8K- 15.71% |
$5.18M - $5.64M
|
423K
$30.6M
|