Purchases and Sales Made in Q1 2025 in Pacer Fds Tr Metaurus Us Large (QDPL)
This table provides information about the institutional ownership of Pacer Fds Tr Metaurus Us Large (QDPL) during Q1 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR METAURUS US LARGE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-300- 1.32% |
$11K - $12K
|
22.4K
$853K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-350- 3.08% |
$12.8K - $14K
|
11K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-654- 1.02% |
$23.9K - $26.2K
|
63.4K
$2.42M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-843- 3.81% |
$30.8K - $33.8K
|
21.3K
$813K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.02K- 91.09% |
$37.3K - $40.9K
|
100
$3.81K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.33K- 10.31% |
$48.4K - $53.1K
|
11.5K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.8K- 6.62% |
$65.7K - $72.1K
|
25.4K
$969K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.63K- 7.66% |
$96.1K - $105K
|
31.7K
$1.21M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.95K- 66.16% |
$108K - $118K
|
1.51K
$57.6K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.04K- 6.36% |
$111K - $122K
|
44.8K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-3.55K- 2.05% |
$129K - $142K
|
170K
$6.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-4.5K- 9.9% |
$164K - $180K
|
41K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.53K- 9.64% |
$165K - $181K
|
42.4K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.1K- 13.51% |
$370K - $406K
|
64.9K
$2.48M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-11.8K- 18.85% |
$429K - $470K
|
50.6K
$1.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-23.4K- 32.49% |
$854K - $937K
|
48.6K
$1.85M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-24.7K- 24.31% |
$902K - $990K
|
77K
$2.94M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30.7K- 49.86% |
$1.12M - $1.23M
|
30.8K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.6K- 77.35% |
$1.26M - $1.39M
|
10.1K
$386K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-40.9K- 3.67% |
$1.49M - $1.64M
|
1.07M
$40.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-83.2K- 7.33% |
$3.04M - $3.33M
|
1.05M
$40.1M
|