Purchases and Sales Made in Q2 2025 in Pacer Fds Tr Swan Sos Moderate (PSMD)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMD) during Q2 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR SWAN SOS MODERATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
46.5KNew |
$1.24M - $1.42M
|
46.5K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.15K+ 41.13% |
$84.2K - $95.9K
|
10.8K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.63KNew |
$70.1K - $79.9K
|
2.63K
$81.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
515+ 1.79% |
$13.8K - $15.7K
|
29.3K
$908K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-41- 3.22% |
$1.1K - $1.25K
|
1.23K
$38.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-5.16K- 33.21% |
$138K - $157K
|
10.4K
$321K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.07K- 10.95% |
$162K - $185K
|
49.4K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.9K- 30.53% |
$479K - $545K
|
40.8K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-48K- 84.88% |
$1.28M - $1.46M
|
8.56K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-50.5K- 13.69% |
$1.35M - $1.54M
|
318K
$9.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-199K- 8.15% |
$5.33M - $6.07M
|
2.25M
$69.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-199K- 8.15% |
$5.33M - $6.07M
|
2.25M
$69.6M
|