Financial Advocates Investment Management Pacer Fds Tr Trendpilot Fd Fds Transaction History

Financial Advocates Investment Management

$1.18 Billion
Q2 2025

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$30.87 - $33.59 $190,128 - $206,880	-6,159 Reduced 11.24%	48,618 $1.63 Million
Q2 2024 Jul 26, 2024	BUY	$30.16 - $31.99 $36,644 - $38,867	1,215 Added 2.27%	54,777 $1.75 Million
Q1 2024 May 01, 2024	SELL	$29.14 - $31.58 $125,331 - $135,825	-4,301 Reduced 7.43%	53,562 $1.69 Million
Q4 2023 Feb 08, 2024	SELL	$27.4 - $30.53 $144,699 - $161,228	-5,281 Reduced 8.36%	57,863 $1.72 Million
Q3 2023 Oct 27, 2023	SELL	$28.08 - $29.77 $216,019 - $229,020	-7,693 Reduced 10.86%	63,144 $1.78 Million
Q2 2023 Aug 07, 2023	SELL	$27.26 - $29.09 $347,101 - $370,402	-12,733 Reduced 15.24%	70,837 $2.06 Million
Q1 2023 May 11, 2023	SELL	$26.08 - $28.17 $815,417 - $880,763	-31,266 Reduced 27.23%	83,570 $2.29 Million
Q4 2022 Feb 14, 2023	SELL	$25.93 - $27.41 $93,114 - $98,429	-3,591 Reduced 3.03%	114,836 $3 Million
Q3 2022 Nov 14, 2022	SELL	$26.48 - $27.91 $63,896 - $67,346	-2,413 Reduced 2.0%	118,427 $3.14 Million
Q2 2022 Aug 12, 2022	BUY	$27.1 - $28.73 $1.01 Million - $1.07 Million	37,244 Added 44.55%	120,840 $3.3 Million
Q1 2022 May 11, 2022	SELL	$28.46 - $31.45 $633,178 - $699,699	-22,248 Reduced 21.02%	83,596 $2.39 Million
Q4 2021 Feb 14, 2022	BUY	$30.09 - $31.75 $516,193 - $544,671	17,155 Added 19.34%	105,844 $3.32 Million
Q3 2021 Nov 04, 2021	SELL	$29.94 - $31.19 $77,185 - $80,407	-2,578 Reduced 2.82%	88,689 $2.68 Million
Q2 2021 Aug 03, 2021	BUY	$29.26 - $30.42 $325,166 - $338,057	11,113 Added 13.86%	91,267 $2.77 Million
Q1 2021 May 10, 2021	BUY	$27.89 - $29.19 $674,435 - $705,872	24,182 Added 43.2%	80,154 $2.33 Million
Q4 2020 Feb 12, 2021	BUY	$24.82 - $28.05 $984,063 - $1.11 Million	39,648 Added 242.88%	55,972 $1.57 Million
Q3 2020 Nov 04, 2020	BUY	$24.37 - $26.55 $397,815 - $433,402	16,324 New	16,324 $411,000

Others Institutions Holding TRND

# of Institutions

Shares Held

1.16M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

448K
Shares

$14.9 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

184K
Shares

$6.14 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

128K
Shares

$4.25 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

111K
Shares

$3.69 Million
0.0% of portfolio
Napa Wealth Management Napa, CA

79.7K
Shares

$2.66 Million
1.22% of portfolio

View Full List

About PACER FDS TR TRENDPILOT FD FDS

Ticker TRND
Sector ETFs
Industry ETFs

More about TRND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Account