Purchases and Sales Made in Q2 2025 in Pacer Fds Tr Trendpilot Us Lar (PTLC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Lar (PTLC) during Q2 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPILOT US LAR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
225K+ 98262.01% |
$10.7M - $11.6M
|
225K
$11.4M
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
BUY
|
- |
58.6K+ 33.52% |
$2.78M - $3.03M
|
234K
$11.8M
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.9K+ 106.47% |
$563K - $613K
|
23K
$1.17M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.99KNew |
$379K - $413K
|
7.99K
$405K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
649+ 3.95% |
$30.8K - $33.5K
|
17.1K
$867K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
600New |
$28.5K - $31K
|
600
$30.4K
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
589+ 8.02% |
$27.9K - $30.4K
|
7.93K
$402K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.44K- 24.31% |
$68K - $74.1K
|
4.47K
$227K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.42K- 1.66% |
$162K - $177K
|
202K
$10.3M
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.75K- 91.93% |
$178K - $194K
|
329
$16.7K
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-8.5K- 11.52% |
$403K - $439K
|
65.3K
$3.31M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-10.3K- 33.17% |
$486K - $530K
|
20.7K
$1.05M
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-107K- 40.03% |
$5.08M - $5.53M
|
160K
$8.14M
|