Purchases and Sales Made in Q2 2025 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q2 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR BENCHMARK DATA & .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.13MNew |
$29.9M - $37M
|
1.13M
$35.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.3K+ 344.74% |
$1.07M - $1.32M
|
52K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22.3K+ 45.3% |
$591K - $730K
|
71.4K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.9K+ 124.87% |
$580K - $718K
|
39.4K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
14KNew |
$370K - $458K
|
14K
$439K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.3K+ 6.71% |
$301K - $372K
|
180K
$5.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
9.87K+ 515.95% |
$262K - $324K
|
11.8K
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.87K+ 67.35% |
$182K - $225K
|
17.1K
$536K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.32KNew |
$168K - $207K
|
6.32K
$199K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
6.22KNew |
$165K - $204K
|
6.22K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.9K+ 4.21% |
$157K - $194K
|
146K
$4.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.59K+ 1.02% |
$122K - $151K
|
453K
$14.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.3KNew |
$60.9K - $75.3K
|
2.3K
$72.1K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.04K+ 5.61% |
$54.1K - $66.9K
|
38.3K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.95K+ 0.54% |
$51.7K - $63.9K
|
366K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.54K+ 3.53% |
$40.7K - $50.4K
|
45.1K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.3K+ 1.61% |
$34.5K - $42.7K
|
82.1K
$2.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
955+ 0.66% |
$25.3K - $31.3K
|
146K
$4.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
651+ 4.77% |
$17.3K - $21.4K
|
14.3K
$449K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
230+ 153.33% |
$6.1K - $7.55K
|
380
$11.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
137New |
$3.63K - $4.49K
|
137
$4.31K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
109New |
$2.89K - $3.58K
|
109
$3.43K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100+ 400.0% |
$2.65K - $3.28K
|
125
$3.93K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
99+ 0.15% |
$2.63K - $3.25K
|
65.2K
$2.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
66New |
$1.75K - $2.17K
|
66
$2.07K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
55New |
$1.46K - $1.8K
|
55
$1.73K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
44+ 3.61% |
$1.17K - $1.44K
|
1.26K
$39.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
44+ 0.35% |
$1.17K - $1.44K
|
12.6K
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42New |
$1.11K - $1.38K
|
42
$1.32K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
32New |
$849 - $1.05K
|
32
$1.01K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
29New |
$769 - $951
|
29
$911
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
28New |
$743 - $919
|
28
$880
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
24New |
$637 - $787
|
24
$754
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
23+ 0.06% |
$610 - $755
|
39.6K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
21+ 23.86% |
$557 - $689
|
109
$3.43K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
21+ 9.21% |
$557 - $689
|
249
$7.83K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16New |
$424 - $525
|
16
$503
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
14+ 0.34% |
$371 - $459
|
4.11K
$129K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9+ 4.27% |
$239 - $295
|
220
$6.91K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8+ 0.09% |
$212 - $262
|
8.68K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 0.27% |
$159 - $197
|
2.2K
$69.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 1.27% |
$133 - $164
|
400
$12.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4+ 0.36% |
$106 - $131
|
1.12K
$35.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3New |
$79.6 - $98.4
|
3
$94.3
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.44% |
$79.6 - $98.4
|
692
$21.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 20.0% |
$53.1 - $65.6
|
12
$377
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.35% |
$26.5 - $32.8
|
288
$9.05K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4- 10.53% |
$106 - $131
|
34
$1.07K
|