Purchases and Sales Made in Q2 2025 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 2025. 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 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
313KNew |
$6.09M - $6.31M
|
313K
$6.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
52.8KNew |
$1.03M - $1.06M
|
52.8K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
46KNew |
$894K - $927K
|
46K
$917K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.9K+ 167.15% |
$756K - $783K
|
62.2K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4KNew |
$318K - $329K
|
16.4K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13K+ 5.91% |
$252K - $261K
|
232K
$4.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
12.2K+ 5.02% |
$237K - $245K
|
255K
$5.08M
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
8K+ 2.44% |
$155K - $161K
|
336K
$6.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.1KNew |
$99.1K - $103K
|
5.1K
$102K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.21K+ 6.65% |
$62.3K - $64.5K
|
51.4K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.76K+ 20.74% |
$53.6K - $55.6K
|
16.1K
$320K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 5.06% |
$41.3K - $42.8K
|
44.2K
$879K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.57K+ 4.53% |
$30.4K - $31.5K
|
36.2K
$720K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
910+ 16.96% |
$17.7K - $18.3K
|
6.28K
$125K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
328+ 1.47% |
$6.37K - $6.6K
|
22.6K
$451K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
313+ 0.83% |
$6.08K - $6.3K
|
38K
$756K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
142+ 1.24% |
$2.76K - $2.86K
|
11.6K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
88+ 0.81% |
$1.71K - $1.77K
|
10.9K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$19.4 - $20.1
|
1.55K
$30.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.06% |
$19.4 - $20.1
|
1.55K
$30.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-104- 0.53% |
$2.02K - $2.09K
|
19.6K
$391K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-191- 1.64% |
$3.71K - $3.84K
|
11.5K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-372- 99.47% |
$7.23K - $7.49K
|
2
$39.8
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-489- 1.23% |
$9.5K - $9.84K
|
39.2K
$781K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-878- 0.47% |
$17.1K - $17.7K
|
185K
$3.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.04K- 7.13% |
$20.2K - $20.9K
|
13.5K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-1.06K- 3.04% |
$20.6K - $21.3K
|
33.8K
$672K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.72K- 34.83% |
$33.5K - $34.7K
|
3.22K
$64.2K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.45K- 3.7% |
$47.5K - $49.3K
|
63.6K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.52K- 4.43% |
$49K - $50.8K
|
54.4K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.74K- 3.51% |
$53.3K - $55.2K
|
75.4K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.92K- 13.06% |
$56.7K - $58.8K
|
19.4K
$387K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.27K- 12.8% |
$63.5K - $65.7K
|
22.2K
$443K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.68K- 4.74% |
$90.9K - $94.2K
|
94K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.07K- 2.72% |
$118K - $122K
|
217K
$4.32M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.4K- 4.81% |
$203K - $210K
|
206K
$4.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-11.7K- 3.8% |
$228K - $236K
|
296K
$5.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-14.3K- 2.46% |
$278K - $288K
|
566K
$11.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.4K- 41.49% |
$280K - $290K
|
20.3K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.1K- 11.35% |
$372K - $385K
|
149K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28K- 85.03% |
$545K - $564K
|
4.93K
$98.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.2K- 37.47% |
$685K - $709K
|
58.8K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-63.8K- 12.68% |
$1.24M - $1.29M
|
440K
$8.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-127K- 90.04% |
$2.48M - $2.57M
|
14.1K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-173K- 92.55% |
$3.37M - $3.49M
|
14K
$278K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-208K- 81.44% |
$4.05M - $4.19M
|
47.5K
$946K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-488K- 89.35% |
$9.49M - $9.83M
|
58.2K
$1.16M
|