Purchases and Sales Made in Q2 2025 in Pacer Fds Tr Trendpilot Us Mid (PTMC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Mid (PTMC) during Q2 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPILOT US MID.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
292K+ 29.32% |
$10.1M - $10.2M
|
1.29M
$46.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
279KNew |
$9.65M - $9.74M
|
279K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
124K+ 93.63% |
$4.28M - $4.32M
|
256K
$9.21M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54.8KNew |
$1.89M - $1.91M
|
54.8K
$1.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
40.7K+ 128.43% |
$1.41M - $1.42M
|
72.3K
$2.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.7K+ 27.86% |
$1.31M - $1.32M
|
173K
$6.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
28.7K+ 152.28% |
$992K - $1M
|
47.5K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.5K+ 16.87% |
$742K - $749K
|
149K
$5.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
19.5K+ 6.35% |
$674K - $680K
|
326K
$11.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.2K+ 39.66% |
$664K - $670K
|
67.6K
$2.43M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.7KNew |
$647K - $653K
|
18.7K
$673K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$434K - $438K
|
12.6K
$452K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11K+ 2.91% |
$381K - $385K
|
390K
$14M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.39K+ 69883.33% |
$290K - $293K
|
8.4K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.32KNew |
$253K - $255K
|
7.32K
$263K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.9KNew |
$204K - $206K
|
5.9K
$212K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.86KNew |
$203K - $204K
|
5.86K
$211K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.74K+ 10.72% |
$199K - $200K
|
59.3K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.35K+ 1.99% |
$185K - $187K
|
274K
$9.87M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
3.76K+ 3.66% |
$130K - $131K
|
106K
$3.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3KNew |
$104K - $105K
|
3K
$108K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.7K+ 0.88% |
$58.9K - $59.4K
|
195K
$7M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.65K+ 9.52% |
$57.2K - $57.7K
|
19K
$685K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.37K+ 9.1% |
$47.5K - $47.9K
|
16.5K
$592K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
878+ 94.61% |
$30.4K - $30.6K
|
1.81K
$65K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
779+ 0.08% |
$26.9K - $27.2K
|
1.03M
$36.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
546+ 1.53% |
$18.9K - $19K
|
36.3K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
479+ 34.56% |
$16.6K - $16.7K
|
1.87K
$67.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
350+ 3.47% |
$12.1K - $12.2K
|
10.4K
$376K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
336New |
$11.6K - $11.7K
|
336
$12.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
100+ 51.81% |
$3.46K - $3.49K
|
293
$10.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
60New |
$2.07K - $2.09K
|
60
$2.16K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-28- 0.24% |
$968 - $977
|
11.8K
$423K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-128- 0.78% |
$4.43K - $4.46K
|
16.3K
$588K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-509- 0.56% |
$17.6K - $17.8K
|
90.6K
$3.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-544- 6.05% |
$18.8K - $19K
|
8.45K
$304K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-592- 13.86% |
$20.5K - $20.6K
|
3.68K
$132K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-750- 8.2% |
$25.9K - $26.2K
|
8.4K
$302K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1K- 47.37% |
$34.6K - $34.9K
|
1.11K
$40K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.05K- 7.94% |
$36.2K - $36.5K
|
12.1K
$436K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.28K- 5.81% |
$44.3K - $44.6K
|
20.7K
$746K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.84K- 0.98% |
$63.5K - $64.1K
|
186K
$6.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.63K- 25.69% |
$90.9K - $91.7K
|
7.6K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.7K- 4.8% |
$93.5K - $94.3K
|
53.6K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.85K- 18.59% |
$98.6K - $99.4K
|
12.5K
$449K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.04K- 5.95% |
$174K - $176K
|
79.6K
$2.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-6.54K- 35.0% |
$226K - $228K
|
12.1K
$437K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-7.01K- 2.93% |
$242K - $245K
|
232K
$8.35M
|