Purchases and Sales Made in Q2 2025 in Pacer Fds Tr Swan Sos Moderate (PSMR)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMR) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
650K+ 33.5% |
$16.5M - $18.5M
|
2.59M
$74.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
650K+ 33.5% |
$16.5M - $18.5M
|
2.59M
$74.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.54KNew |
$64.4K - $72.2K
|
2.54K
$73.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-1.49K- 12.27% |
$37.8K - $42.4K
|
10.7K
$308K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.01K- 2.0% |
$50.8K - $57K
|
98.2K
$2.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-7.86K- 50.0% |
$199K - $223K
|
7.86K
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.47K- 14.31% |
$240K - $269K
|
56.7K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24K- 53.72% |
$609K - $684K
|
20.7K
$597K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-45K- 46.17% |
$1.14M - $1.28M
|
52.5K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-99.6K- 24.26% |
$2.52M - $2.83M
|
311K
$8.95M
|