Latest Institutional Purchases of Pacer Fds Tr Swan Sos Fd Of Fd (PSFF)
This list provides information on the latest institutional transactions involving Pacer Fds Tr Swan Sos Fd Of Fd (PSFF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
623K+ 1103.72% |
$16.7M - $19M
|
680K
$21.3M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
236K+ 20.52% |
$6.34M - $7.2M
|
1.39M
$43.6M
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
186KNew |
$5M - $5.68M
|
186K
$5.85M
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
149K+ 161.41% |
$4.01M - $4.56M
|
242K
$7.6M
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
118K+ 33.11% |
$3.15M - $3.58M
|
473K
$14.8M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
96.3K+ 87.56% |
$2.58M - $2.94M
|
206K
$6.48M
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
77.5KNew |
$2.08M - $2.36M
|
77.5K
$2.44M
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
43.3K+ 43.73% |
$1.16M - $1.32M
|
142K
$4.47M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
40.9K+ 2.51% |
$1.1M - $1.25M
|
1.67M
$52.4M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.5K+ 3.76% |
$980K - $1.11M
|
1.01M
$31.7M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35K+ 24.77% |
$938K - $1.07M
|
176K
$5.53M
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
33.6KNew |
$900K - $1.02M
|
33.6K
$1.05M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.7K+ 16.03% |
$798K - $906K
|
215K
$6.76M
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
25K+ 17.45% |
$670K - $762K
|
168K
$5.28M
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
24.3K+ 90.43% |
$651K - $739K
|
51.1K
$1.6M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
22.8K+ 2.53% |
$612K - $695K
|
924K
$29M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.9K+ 15.32% |
$480K - $545K
|
135K
$4.23M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$425K - $483K
|
15.9K
$498K
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
15.7K+ 5.16% |
$422K - $479K
|
321K
$10.1M
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.5KNew |
$388K - $441K
|
14.5K
$455K
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13K+ 3.42% |
$347K - $395K
|
392K
$12.3M
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$317K - $360K
|
11.8K
$371K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5KNew |
$280K - $319K
|
10.5K
$328K
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
9KNew |
$241K - $274K
|
9K
$283K
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
7.54K+ 1.84% |
$202K - $230K
|
418K
$13.1M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.76KNew |
$181K - $206K
|
6.76K
$212K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.48K+ 10.87% |
$147K - $167K
|
55.9K
$1.75M
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.43K+ 36.09% |
$146K - $166K
|
20.5K
$643K
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.37K+ 25.61% |
$117K - $133K
|
21.4K
$674K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.96K+ 16.75% |
$106K - $121K
|
27.6K
$867K
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.45K+ 4.76% |
$65.6K - $74.6K
|
53.9K
$1.69M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.21K+ 0.78% |
$59.3K - $67.4K
|
286K
$9M
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.62K+ 2.56% |
$43.4K - $49.3K
|
64.8K
$2.03M
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.45KNew |
$38.9K - $44.2K
|
1.45K
$45.5K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.02K+ 7.43% |
$27.3K - $31K
|
14.7K
$462K
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
657+ 143.45% |
$17.6K - $20K
|
1.12K
$35K
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
584+ 1.45% |
$15.7K - $17.8K
|
41K
$1.29M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
433+ 1.19% |
$11.6K - $13.2K
|
36.8K
$1.15M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
281New |
$7.54K - $8.56K
|
281
$8.83K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
271New |
$7.27K - $8.26K
|
271
$8.51K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
269New |
$7.21K - $8.2K
|
269
$8.45K
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
114New |
$3.06K - $3.47K
|
114
$3.58K
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
65+ 0.57% |
$1.74K - $1.98K
|
11.4K
$358K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5New |
$134 - $152
|
5
$157
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
17.4KNew |
$491K - $523K
|
17.4K
$547K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.71K+ 367.69% |
$274K - $292K
|
12.3K
$388K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9KNew |
$254K - $271K
|
9K
$283K
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
8.43KNew |
$238K - $253K
|
8.43K
$265K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.2KNew |
$118K - $126K
|
4.2K
$132K
|