Latest Institutional Transactions on Pacer Fds Tr Swan Sos Fd Of Fd (PSFF)
This table provides information on the latest institutional transactions involving Pacer Fds Tr Swan Sos Fd Of Fd (PSFF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-9.84K- 7.05% |
$264K - $300K
|
130K
$4.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.22K- 1.96% |
$32.8K - $37.3K
|
61.2K
$1.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
43.3K+ 43.73% |
$1.16M - $1.32M
|
142K
$4.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5KNew |
$280K - $319K
|
10.5K
$328K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-45.1K- 86.36% |
$1.21M - $1.38M
|
7.13K
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35K+ 24.77% |
$938K - $1.07M
|
176K
$5.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.13K- 17.88% |
$57.2K - $65K
|
9.8K
$308K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5New |
$134 - $152
|
5
$157
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
584+ 1.45% |
$15.7K - $17.8K
|
41K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-775- 2.19% |
$20.8K - $23.6K
|
34.6K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
77.5KNew |
$2.08M - $2.36M
|
77.5K
$2.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-210- 66.67% |
$5.63K - $6.4K
|
105
$3.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.45K- 3.03% |
$65.7K - $74.6K
|
78.4K
$2.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
118K+ 33.11% |
$3.15M - $3.58M
|
473K
$14.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
22.8K+ 2.53% |
$612K - $695K
|
924K
$29M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-1.58K- 2.35% |
$42.4K - $48.2K
|
65.6K
$2.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-4K- 9.1% |
$107K - $122K
|
40K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.86K- 6.27% |
$76.8K - $87.2K
|
42.8K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.76KNew |
$181K - $206K
|
6.76K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.1K- 0.19% |
$29.5K - $33.6K
|
575K
$18.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2.17K- 22.18% |
$58.2K - $66.1K
|
7.61K
$239K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.02K+ 7.43% |
$27.3K - $31K
|
14.7K
$462K
|
|
| Q1 2025 | |||||||
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
8.43KNew |
$238K - $253K
|
8.43K
$265K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.71KClosed |
$246K - $262K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
143New |
$4.04K - $4.3K
|
143
$4.49K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
17.4KNew |
$491K - $523K
|
17.4K
$547K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.11KNew |
$59.6K - $63.5K
|
2.11K
$66.3K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.95K+ 34.11% |
$83.2K - $88.7K
|
11.6K
$364K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.71K+ 367.69% |
$274K - $292K
|
12.3K
$388K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-14.6K- 17.19% |
$412K - $439K
|
70.4K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.5K- 57.21% |
$495K - $528K
|
13.1K
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9KNew |
$254K - $271K
|
9K
$283K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-650- 6.99% |
$18.3K - $19.5K
|
8.65K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.2KNew |
$118K - $126K
|
4.2K
$132K
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
111KNew |
$3.17M - $3.29M
|
111K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.24KNew |
$263K - $273K
|
9.24K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
936+ 8.3% |
$26.7K - $27.7K
|
12.2K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
12.2KNew |
$348K - $361K
|
12.2K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.86K+ 5.23% |
$224K - $232K
|
158K
$4.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.54K- 38.89% |
$158K - $164K
|
8.71K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.59K+ 60.57% |
$216K - $224K
|
20.1K
$632K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
7.41KNew |
$211K - $219K
|
7.41K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.02K+ 45.27% |
$143K - $148K
|
16.1K
$505K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-362K- 87.92% |
$10.3M - $10.7M
|
49.7K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.14K- 90.17% |
$32.4K - $33.6K
|
124
$3.89K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$49K - $50.8K
|
1.72K
$54K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
650New |
$18.5K - $19.2K
|
650
$20.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-36.1K- 81.15% |
$1.03M - $1.07M
|
8.37K
$263K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.12KNew |
$248K - $262K
|
9.12K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
295New |
$8.02K - $8.48K
|
295
$9.27K
|
|