Ergawealth Advisors, Inc. Pacer Fds Tr Swan Sos Fd Of Fd Transaction History

Ergawealth Advisors, Inc.

$215 Billion
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 22, 2025	BUY	$26.82 - $30.48 $15,662 - $17,800	584 Added 1.45%	40,967 $1.25 Billion
Q1 2025 Apr 22, 2025	BUY	$28.22 - $30.06 $23,958 - $25,520	849 Added 2.15%	40,383 $1.15 Billion
Q4 2024 Feb 05, 2025	SELL	$28.48 - $29.56 $590,532 - $612,926	-20,735 Reduced 34.4%	39,534 $1.16 Billion
Q3 2024 Oct 23, 2024	BUY	$27.17 - $28.74 $73,005 - $77,224	2,687 Added 4.67%	60,269 $1.73 Billion
Q2 2024 Jul 19, 2024	BUY	$26.43 - $27.84 $178,481 - $188,003	6,753 Added 13.29%	57,582 $1.6 Billion
Q1 2024 Apr 29, 2024	BUY	$25.62 - $27.01 $185,130 - $195,174	7,226 Added 16.57%	50,829 $1.37 Billion
Q4 2023 Jan 30, 2024	BUY	$23.53 - $25.88 $344,573 - $378,986	14,644 Added 50.57%	43,603 $1.13 Billion
Q3 2023 Oct 30, 2023	BUY	$24.0 - $24.71 $695,016 - $715,576	28,959 New	28,959 $700 Million

Others Institutions Holding PSFF

# of Institutions

86

Shares Held

15M

Call Options Held

0

Put Options Held

0

Allworth Financial LP

1.67M
Shares

$53.2 Million
0.25% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.39M
Shares

$44.3 Million
0.08% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.37M
Shares

$43.6 Million
0.07% of portfolio
Envestnet Asset Management Inc

1.06M
Shares

$33.8 Million
0.01% of portfolio
Armis Advisers, LLC Atlanta, GA

924K
Shares

$29.5 Million
2.23% of portfolio

About PACER FDS TR SWAN SOS FD OF FD

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