Purchases and Sales Made in Q1 2023 in Pacer Fds Tr Trendpilot U S Bo (PTBD)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot U S Bo (PTBD) during Q1 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPILOT U S BO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
454K+ 131.04% |
$9.07M - $9.61M
|
800K
$16.1M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
86.4KNew |
$1.73M - $1.83M
|
86.4K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
43.4KNew |
$867K - $918K
|
43.4K
$875K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
31.8K+ 11.8% |
$636K - $673K
|
301K
$6.08M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
30.8KNew |
$615K - $651K
|
30.8K
$621K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
26.4K+ 68.17% |
$529K - $560K
|
65.2K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.8K+ 5.62% |
$397K - $420K
|
373K
$7.52M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.8K+ 57.19% |
$295K - $313K
|
40.6K
$820K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$256K - $271K
|
12.8K
$258K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.1K+ 15.9% |
$241K - $255K
|
87.9K
$1.77M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
11.1K+ 59.77% |
$222K - $235K
|
29.7K
$600K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$211K - $223K
|
10.5K
$213K
|
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
10.5KNew |
$210K - $223K
|
10.5K
$212K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.73K+ 9.52% |
$175K - $185K
|
100K
$2.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.98K+ 2.16% |
$160K - $169K
|
378K
$7.64M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
563+ 1.47% |
$11.3K - $11.9K
|
38.9K
$786K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
180+ 0.65% |
$3.6K - $3.81K
|
28.1K
$566K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
109+ 0.81% |
$2.18K - $2.31K
|
13.5K
$272K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
76+ 1.24% |
$1.52K - $1.61K
|
6.19K
$125K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
40New |
$800 - $847
|
40
$807
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21- 0.68% |
$420 - $445
|
3.06K
$61.8K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-76- 0.75% |
$1.52K - $1.61K
|
10K
$203K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-130- 92.86% |
$2.6K - $2.75K
|
10
$202
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-300- 1.73% |
$6K - $6.35K
|
17.1K
$344K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-743- 13.35% |
$14.9K - $15.7K
|
4.82K
$97.3K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-911- 7.67% |
$18.2K - $19.3K
|
11K
$221K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-964- 22.12% |
$19.3K - $20.4K
|
3.39K
$68.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.2K- 3.31% |
$23.9K - $25.3K
|
34.9K
$705K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.21K- 27.77% |
$24.2K - $25.6K
|
3.15K
$63.5K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.21K- 3.53% |
$24.2K - $25.6K
|
33.1K
$668K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.24K- 92.51% |
$24.7K - $26.1K
|
100
$2.02K
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.52K- 2.27% |
$30.4K - $32.2K
|
65.5K
$1.32M
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.71K- 67.01% |
$34.1K - $36.2K
|
841
$17K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.8K- 91.13% |
$35.9K - $38.1K
|
175
$3.53K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.8K- 12.68% |
$36K - $38.1K
|
12.4K
$250K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.47K- 1.34% |
$49.3K - $52.2K
|
182K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.66K- 8.36% |
$53.2K - $56.3K
|
29.2K
$589K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-3.91K- 6.98% |
$78.2K - $82.8K
|
52.2K
$1.05M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.46KClosed |
$89.1K - $94.3K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.48K- 21.08% |
$89.6K - $94.8K
|
16.8K
$338K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.67K- 44.09% |
$93.4K - $98.9K
|
5.92K
$120K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.42K- 19.2% |
$108K - $115K
|
22.8K
$460K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.93K- 33.73% |
$119K - $125K
|
11.6K
$235K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-6.77K- 24.2% |
$135K - $143K
|
21.2K
$428K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.77K- 14.96% |
$135K - $143K
|
38.5K
$777K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.7K- 26.18% |
$215K - $227K
|
30.3K
$611K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11K- 14.36% |
$221K - $234K
|
65.9K
$1.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-11.3KClosed |
$226K - $240K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.1K- 13.68% |
$262K - $277K
|
82.7K
$1.67M
|