Purchases and Sales Made in Q1 2025 in Pacer Fds Tr Amern Energy Inde (USAI)
This table provides information about the institutional ownership of Pacer Fds Tr Amern Energy Inde (USAI) during Q1 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR AMERN ENERGY INDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.7K+ 187.38% |
$2.3M - $2.61M
|
91.5K
$3.59M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
46.2KNew |
$1.78M - $2.02M
|
46.2K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
43.9KNew |
$1.69M - $1.92M
|
43.9K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.4K+ 504.58% |
$1.56M - $1.77M
|
48.4K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.7K+ 38.06% |
$1.14M - $1.3M
|
108K
$4.22M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.2K+ 8.27% |
$1.13M - $1.28M
|
383K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.5K+ 214.3% |
$1.06M - $1.21M
|
40.4K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.2K+ 135.11% |
$816K - $928K
|
36.9K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.6KNew |
$793K - $902K
|
20.6K
$809K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
19.8KNew |
$763K - $868K
|
19.8K
$778K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
18.6KNew |
$716K - $815K
|
18.6K
$730K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
11.7KNew |
$450K - $512K
|
11.7K
$459K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.2K+ 40.37% |
$429K - $488K
|
38.8K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11KNew |
$422K - $480K
|
11K
$430K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.42KNew |
$363K - $413K
|
9.42K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.3K+ 148.88% |
$320K - $364K
|
13.9K
$545K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.63KNew |
$294K - $334K
|
7.63K
$299K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.18K+ 67.95% |
$277K - $314K
|
17.8K
$697K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.64K+ 1021.23% |
$256K - $291K
|
7.29K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
5.99KNew |
$231K - $262K
|
5.99K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5KNew |
$193K - $219K
|
5K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.9K+ 8.62% |
$150K - $171K
|
49.1K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.76K+ 10.83% |
$106K - $121K
|
28.3K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.05K+ 23.03% |
$79K - $89.8K
|
11K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.87K+ 24.3% |
$71.9K - $81.8K
|
9.56K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.61K+ 24.97% |
$62K - $70.5K
|
8.06K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.35K+ 10.85% |
$52K - $59.1K
|
13.8K
$541K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.21K+ 14.94% |
$46.5K - $52.9K
|
9.3K
$365K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
562+ 8.36% |
$21.6K - $24.6K
|
7.29K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
470+ 8.24% |
$18.1K - $20.6K
|
6.18K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
83+ 0.5% |
$3.2K - $3.63K
|
16.8K
$659K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
57+ 2.19% |
$2.19K - $2.5K
|
2.66K
$104K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
53+ 0.89% |
$2.04K - $2.32K
|
5.99K
$235K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 11.11% |
$1.5K - $1.71K
|
390
$15.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33+ 0.37% |
$1.27K - $1.44K
|
8.95K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
20New |
$770 - $876
|
20
$785
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 2.0% |
$77 - $87.6
|
102
$4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25- 96.15% |
$963 - $1.09K
|
1
$39.2
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-229- 7.34% |
$8.82K - $10K
|
2.89K
$114K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1KClosed |
$38.5K - $43.8K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Sl Advisors, LLC
|
SELL
|
- |
-3.3K- 3.42% |
$127K - $144K
|
93.3K
$3.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-4.74K- 5.41% |
$183K - $208K
|
83K
$3.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-9.47K- 59.04% |
$365K - $415K
|
6.57K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-53.3K- 66.91% |
$2.05M - $2.33M
|
26.4K
$1.03M
|