Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.89K- 46.89% |
$61.7K - $70.7K
|
3.28K
$66.5K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.12K- 9.04% |
$66.5K - $76.1K
|
31.4K
$636K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.19K- 20.67% |
$68K - $77.9K
|
12.2K
$248K
|
|
Aug 12, 2022
Q2 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-4.04K- 0.75% |
$86.1K - $98.6K
|
533K
$10.8M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-4.71K- 6.73% |
$100K - $115K
|
65.3K
$1.32M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.79K- 0.48% |
$102K - $117K
|
982K
$19.9M
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-4.9K- 23.11% |
$105K - $120K
|
16.3K
$331K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-4.91K- 29.32% |
$105K - $120K
|
11.8K
$240K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.21KClosed |
$111K - $127K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-5.29K- 24.06% |
$113K - $129K
|
16.7K
$338K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.19K- 13.5% |
$132K - $151K
|
39.7K
$805K
|
|
Aug 05, 2022
Q2 2022
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-7KClosed |
$149K - $171K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-9.4KClosed |
$201K - $230K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.41K- 26.84% |
$201K - $230K
|
25.7K
$520K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.2KClosed |
$217K - $249K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-10.6KClosed |
$227K - $260K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11K- 4.29% |
$234K - $268K
|
244K
$4.95M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11K- 17.9% |
$234K - $268K
|
50.3K
$1.02M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-14KClosed |
$299K - $342K
|
0
$0
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-14.5K- 38.92% |
$310K - $355K
|
22.8K
$463K
|
|
Jul 25, 2022
Q2 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-15.8K- 0.82% |
$338K - $387K
|
1.91M
$38.7M
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-15.9KClosed |
$339K - $388K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-16.1KClosed |
$344K - $394K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16.5K- 8.83% |
$352K - $403K
|
171K
$3.46M
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-17.1K- 55.87% |
$365K - $418K
|
13.5K
$274K
|
|
Jul 01, 2022
Q2 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-18.7KClosed |
$399K - $457K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-18.7KClosed |
$400K - $458K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-19.8KClosed |
$422K - $483K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-20.4K- 30.56% |
$435K - $498K
|
46.3K
$939K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-21K- 67.94% |
$447K - $513K
|
9.9K
$201K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.2K- 51.61% |
$452K - $518K
|
19.9K
$403K
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-22.9K- 50.01% |
$489K - $561K
|
22.9K
$465K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-28.1K- 31.93% |
$600K - $688K
|
60K
$1.22M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-33.3K- 29.4% |
$709K - $812K
|
79.8K
$1.62M
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-36.9KClosed |
$788K - $902K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-38.9KClosed |
$829K - $949K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-42.4K- 80.5% |
$904K - $1.04M
|
10.3K
$208K
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-43.1KClosed |
$920K - $1.05M
|
0
$0
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-45KClosed |
$960K - $1.1M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-52.2K- 53.75% |
$1.11M - $1.27M
|
44.9K
$910K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-55.3K- 31.75% |
$1.18M - $1.35M
|
119K
$2.41M
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-56.2K- 74.69% |
$1.2M - $1.37M
|
19K
$386K
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-58.3KClosed |
$1.24M - $1.43M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-58.5K- 90.58% |
$1.25M - $1.43M
|
6.08K
$123K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-58.7K- 90.61% |
$1.25M - $1.43M
|
6.08K
$123K
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-64.6KClosed |
$1.38M - $1.58M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-85.2K- 78.07% |
$1.82M - $2.08M
|
23.9K
$485K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-86.6K- 52.29% |
$1.85M - $2.12M
|
79K
$1.6M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-104K- 33.42% |
$2.21M - $2.53M
|
206K
$4.19M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-116K- 56.65% |
$2.47M - $2.83M
|
88.7K
$1.8M
|