Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
34.8K+ 11.1% |
$684K - $694K
|
348K
$6.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
32KNew |
$629K - $638K
|
32K
$624K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.7K+ 45.43% |
$526K - $533K
|
85.5K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.5K+ 6.23% |
$285K - $289K
|
247K
$4.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.3K+ 65.49% |
$262K - $266K
|
33.7K
$657K
|
|
|
Nov 07, 2025
Q3 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
12.1K+ 3.6% |
$238K - $241K
|
348K
$6.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
12K+ 2.11% |
$235K - $239K
|
578K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.1KNew |
$199K - $202K
|
10.1K
$198K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9.78K+ 3.83% |
$192K - $195K
|
265K
$5.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.43K+ 14.28% |
$107K - $108K
|
43.4K
$847K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.99KNew |
$98.1K - $99.6K
|
4.99K
$97.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.16K+ 2.25% |
$81.9K - $83.1K
|
189K
$3.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.87K+ 3.81% |
$56.6K - $57.4K
|
78.3K
$1.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
904New |
$17.8K - $18.1K
|
904
$17.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
801+ 1.56% |
$15.8K - $16K
|
52.2K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
550+ 11.15% |
$10.8K - $11K
|
5.48K
$107K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
433+ 3.73% |
$8.52K - $8.65K
|
12K
$235K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
244+ 0.55% |
$4.8K - $4.87K
|
44.4K
$867K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
244New |
$4.8K - $4.87K
|
244
$4.76K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$59 - $59.9
|
1.56K
$30.4K
|
|
|
Nov 26, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-81Closed |
$1.59K - $1.62K
|
0
$0
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-139- 2.72% |
$2.74K - $2.78K
|
4.96K
$96.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-391- 0.85% |
$7.69K - $7.81K
|
45.6K
$891K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-886- 3.54% |
$17.4K - $17.7K
|
24.1K
$471K
|
|
|
Nov 13, 2025
Q3 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-1.03K- 3.04% |
$20.2K - $20.5K
|
32.7K
$639K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.71K- 7.56% |
$33.7K - $34.2K
|
20.9K
$409K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.2K- 3.54% |
$43.3K - $44K
|
60K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.72K- 7.52% |
$53.5K - $54.3K
|
33.4K
$653K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.77K- 12.45% |
$54.5K - $55.3K
|
19.5K
$380K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.99K- 3.18% |
$58.9K - $59.7K
|
91K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.35K- 23.95% |
$65.8K - $66.8K
|
10.6K
$207K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.37K- 9.19% |
$85.9K - $87.2K
|
43.1K
$842K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.1K- 36.16% |
$100K - $102K
|
9K
$176K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.49K- 4.35% |
$128K - $130K
|
143K
$2.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.53K- 33.58% |
$128K - $130K
|
12.9K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.94K- 3.36% |
$196K - $199K
|
286K
$5.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.8K- 37.85% |
$292K - $296K
|
24.4K
$476K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.1K- 6.17% |
$534K - $542K
|
413K
$8.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-81K- 39.22% |
$1.59M - $1.62M
|
125K
$2.45M
|
|