Purchases and Sales Made in Q1 2025 in Pacer Fds Tr Amern Energy Inde (USAI)
This table provides information about the institutional ownership of Pacer Fds Tr Amern Energy Inde (USAI) during Q1 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR AMERN ENERGY INDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
43.9KNew |
$1.69M - $1.92M
|
43.9K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.7K+ 38.06% |
$1.14M - $1.3M
|
108K
$4.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
11.7KNew |
$450K - $512K
|
11.7K
$447K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.2K+ 40.37% |
$429K - $488K
|
38.8K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11KNew |
$422K - $480K
|
11K
$419K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.18K+ 67.95% |
$277K - $314K
|
17.8K
$678K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.64K+ 1021.23% |
$256K - $291K
|
7.29K
$278K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
5.99KNew |
$231K - $262K
|
5.99K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.9K+ 8.62% |
$150K - $171K
|
49.1K
$1.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
562+ 8.36% |
$21.6K - $24.6K
|
7.29K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
83+ 0.5% |
$3.2K - $3.63K
|
16.8K
$641K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33+ 0.37% |
$1.27K - $1.44K
|
8.95K
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Sl Advisors, LLC
|
SELL
|
- |
-3.3K- 3.42% |
$127K - $144K
|
93.3K
$3.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-4.74K- 5.41% |
$183K - $208K
|
83K
$3.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-9.47K- 59.04% |
$365K - $415K
|
6.57K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-53.3K- 66.91% |
$2.05M - $2.33M
|
26.4K
$1.01M
|