Purchases and Sales Made in Q2 2025 in Pacer Fds Tr Swan Sos Fd Of Fd (PSFF)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Fd Of Fd (PSFF) during Q2 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR SWAN SOS FD OF FD.
| 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
$21.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
149K+ 161.41% |
$4.01M - $4.56M
|
242K
$7.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
118K+ 33.11% |
$3.15M - $3.58M
|
473K
$14.6M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
77.5KNew |
$2.08M - $2.36M
|
77.5K
$2.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
43.3K+ 43.73% |
$1.16M - $1.32M
|
142K
$4.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
40.9K+ 2.51% |
$1.1M - $1.25M
|
1.67M
$51.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.5K+ 3.76% |
$980K - $1.11M
|
1.01M
$31.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35K+ 24.77% |
$938K - $1.07M
|
176K
$5.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
33.6KNew |
$900K - $1.02M
|
33.6K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.7K+ 16.03% |
$798K - $906K
|
215K
$6.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
24.3K+ 90.43% |
$651K - $739K
|
51.1K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
22.8K+ 2.53% |
$612K - $695K
|
924K
$28.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.9K+ 15.32% |
$480K - $545K
|
135K
$4.17M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.5KNew |
$388K - $441K
|
14.5K
$449K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5KNew |
$280K - $319K
|
10.5K
$324K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
9KNew |
$241K - $274K
|
9K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
7.54K+ 1.84% |
$202K - $230K
|
418K
$12.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.76KNew |
$181K - $206K
|
6.76K
$209K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.48K+ 10.87% |
$147K - $167K
|
55.9K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.37K+ 25.61% |
$117K - $133K
|
21.4K
$664K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.96K+ 16.75% |
$106K - $121K
|
27.6K
$855K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.21K+ 0.78% |
$59.3K - $67.4K
|
286K
$8.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.62K+ 2.56% |
$43.4K - $49.3K
|
64.8K
$2.01M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.02K+ 7.43% |
$27.3K - $31K
|
14.7K
$456K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
584+ 1.45% |
$15.7K - $17.8K
|
41K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
281New |
$7.54K - $8.56K
|
281
$8.71K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
269New |
$7.21K - $8.2K
|
269
$8.33K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
114New |
$3.06K - $3.47K
|
114
$3.53K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5New |
$134 - $152
|
5
$155
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-210- 66.67% |
$5.63K - $6.4K
|
105
$3.25K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-348- 0.58% |
$9.33K - $10.6K
|
60.1K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-774- 3.32% |
$20.8K - $23.6K
|
22.6K
$699K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-775- 2.19% |
$20.8K - $23.6K
|
34.6K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-929- 20.11% |
$24.9K - $28.3K
|
3.69K
$114K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.02K- 0.18% |
$27.4K - $31.1K
|
575K
$17.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.1K- 0.19% |
$29.5K - $33.6K
|
575K
$17.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.22K- 1.96% |
$32.8K - $37.3K
|
61.2K
$1.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.45K- 49.15% |
$38.9K - $44.2K
|
1.5K
$46.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.48K- 1.47% |
$39.6K - $45K
|
98.9K
$3.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-1.58K- 2.35% |
$42.4K - $48.2K
|
65.6K
$2.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.13K- 17.88% |
$57.2K - $65K
|
9.8K
$304K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2.17K- 22.18% |
$58.2K - $66.1K
|
7.61K
$236K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.45K- 3.03% |
$65.7K - $74.6K
|
78.4K
$2.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.86K- 6.27% |
$76.8K - $87.2K
|
42.8K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-4K- 9.1% |
$107K - $122K
|
40K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-9.84K- 7.05% |
$264K - $300K
|
130K
$4.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-18.1K- 7.11% |
$486K - $553K
|
237K
$7.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-45.1K- 86.36% |
$1.21M - $1.38M
|
7.13K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.9K- 3.83% |
$1.23M - $1.4M
|
1.15M
$35.7M
|