Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
38.6KNew |
$2.07M - $2.18M
|
38.6K
$2.13M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11.4K+ 4.3% |
$612K - $644K
|
277K
$15.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.57K+ 5.17% |
$514K - $541K
|
195K
$10.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.07KNew |
$272K - $286K
|
5.07K
$280K
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
3.6KNew |
$193K - $204K
|
3.6K
$199K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.37K+ 164.32% |
$181K - $190K
|
5.42K
$299K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.3K+ 5.31% |
$177K - $186K
|
65.4K
$3.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.84K+ 41.21% |
$152K - $160K
|
9.72K
$537K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.31K+ 0.43% |
$70.3K - $74K
|
306K
$16.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.3K+ 31.33% |
$69.8K - $73.5K
|
5.45K
$301K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.16K+ 2.51% |
$62.4K - $65.7K
|
47.5K
$2.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
880+ 27.49% |
$47.3K - $49.7K
|
4.08K
$225K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
245+ 4.48% |
$13.2K - $13.8K
|
5.72K
$316K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
159New |
$8.54K - $8.98K
|
159
$8.78K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
66New |
$3.54K - $3.73K
|
66
$3.64K
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3+ 0.0% |
$161 - $170
|
80.2K
$4.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-9- 0.16% |
$483 - $509
|
5.77K
$318K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-9- 0.1% |
$483 - $509
|
9.44K
$521K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-30- 0.53% |
$1.61K - $1.7K
|
5.63K
$311K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-40Closed |
$2.15K - $2.26K
|
0
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-160- 24.81% |
$8.59K - $9.04K
|
485
$26.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-176- 24.38% |
$9.45K - $9.94K
|
546
$30.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-267- 3.5% |
$14.3K - $15.1K
|
7.36K
$406K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-515- 71.13% |
$27.7K - $29.1K
|
209
$11.5K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-597- 6.25% |
$32.1K - $33.7K
|
8.96K
$495K
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-598- 4.79% |
$32.1K - $33.8K
|
11.9K
$657K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.22K- 24.35% |
$65.5K - $68.9K
|
3.79K
$209K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.37K- 27.16% |
$73.5K - $77.3K
|
3.67K
$203K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.69K- 3.45% |
$90.8K - $95.5K
|
47.3K
$2.61M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.78K- 4.72% |
$95.5K - $101K
|
35.9K
$1.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.17K- 2.08% |
$116K - $122K
|
102K
$5.65M
|
|
|
Jan 23, 2026
Q4 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-2.49K- 1.62% |
$134K - $141K
|
151K
$8.32M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3.04K- 1.92% |
$163K - $172K
|
155K
$8.57M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.33K- 7.8% |
$179K - $188K
|
39.4K
$2.17M
|
|
|
Jan 23, 2026
Q4 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-7.8K- 18.21% |
$419K - $441K
|
35K
$1.94M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-14.5K- 11.5% |
$781K - $822K
|
112K
$6.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-20K- 63.44% |
$1.08M - $1.13M
|
11.5K
$638K
|
|