Purchases and Sales Made in Q2 2025 in Pacer Fds Tr Pacific Asset Flt (FLRT)
This table provides information about the institutional ownership of Pacer Fds Tr Pacific Asset Flt (FLRT) during Q2 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR PACIFIC ASSET FLT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
36.1KNew |
$1.66M - $1.72M
|
36.1K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
25.6K+ 16.81% |
$1.17M - $1.22M
|
178K
$8.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.1K+ 36.94% |
$875K - $908K
|
70.7K
$3.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.1K+ 267.42% |
$829K - $860K
|
24.8K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.61K+ 22.3% |
$211K - $219K
|
25.3K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.6K+ 42.87% |
$119K - $124K
|
8.67K
$411K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
514+ 0.61% |
$23.6K - $24.5K
|
84.7K
$4.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
404+ 2.07% |
$18.5K - $19.2K
|
19.9K
$944K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
398+ 2.87% |
$18.3K - $18.9K
|
14.3K
$676K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$9.18K - $9.52K
|
200
$9.48K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-19- 0.39% |
$872 - $904
|
4.85K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-146- 0.52% |
$6.7K - $6.95K
|
28.1K
$1.33M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.5K- 13.58% |
$68.6K - $71.2K
|
9.51K
$451K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-10.9K- 10.38% |
$501K - $520K
|
94.2K
$4.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-15.2K- 12.83% |
$698K - $724K
|
103K
$4.9M
|