Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.87K+ 5500.0% |
$63.5K - $69.8K
|
1.9K
$75.7K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.82K+ 27.07% |
$62K - $68.1K
|
8.56K
$340K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.55K+ 18.46% |
$52.5K - $57.7K
|
9.92K
$394K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1K+ 36.23% |
$37.4K - $41.2K
|
4.14K
$165K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
870+ 13.29% |
$29.6K - $32.5K
|
7.42K
$295K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
844+ 7.04% |
$28.7K - $31.5K
|
12.8K
$510K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
770+ 4.38% |
$26.2K - $28.8K
|
18.4K
$730K
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
674+ 0.53% |
$22.9K - $25.2K
|
128K
$5.09M
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
540+ 0.59% |
$18.3K - $20.2K
|
92.4K
$3.67M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
400New |
$13.6K - $14.9K
|
400
$15.9K
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
190New |
$6.45K - $7.1K
|
190
$7.55K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
153+ 1.21% |
$5.2K - $5.71K
|
12.7K
$507K
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
98+ 0.31% |
$3.33K - $3.66K
|
31.9K
$1.27M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
27+ 0.36% |
$917 - $1.01K
|
7.53K
$299K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$340 - $374
|
10
$398
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 66.67% |
$136 - $149
|
10
$398
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$34 - $37.4
|
1
$39.8
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$34 - $37.4
|
1
$39.8
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$34 - $37.4
|
1
$39.8
|
|
Aug 07, 2024
Q2 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-190- 0.15% |
$6.45K - $7.1K
|
128K
$5.1M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-253- 2.26% |
$8.59K - $9.45K
|
10.9K
$435K
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-400- 5.08% |
$13.6K - $14.9K
|
7.48K
$297K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-565- 6.67% |
$19.2K - $21.1K
|
7.91K
$314K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-664- 6.65% |
$22.6K - $24.8K
|
9.32K
$370K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.44K- 9.76% |
$117K - $128K
|
31.8K
$1.26M
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-5K- 9.53% |
$170K - $187K
|
47.5K
$1.89M
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-27.7K- 2.36% |
$941K - $1.04M
|
1.15M
$45.5M
|