Purchases and Sales Made in Q4 2025 in Pacer Fds Tr Trendpliot 100 Et (PTNQ)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpliot 100 Et (PTNQ) during Q4 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPLIOT 100 ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.69K+ 5.72% |
$738K - $795K
|
179K
$14.1M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
7.09K+ 2.84% |
$540K - $582K
|
257K
$20.2M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.5KNew |
$419K - $451K
|
5.5K
$432K
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
4.8KNew |
$365K - $394K
|
4.8K
$377K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.18K+ 6.87% |
$318K - $343K
|
65K
$5.11M
|
|
|
Jan 29, 2026
Q4 2025
|
Hegarty Advisors, LLC
Garden City, NY |
BUY
|
- |
2.73KNew |
$208K - $224K
|
2.73K
$215K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.15K+ 6.23% |
$163K - $176K
|
36.6K
$2.88M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.29K+ 4.51% |
$98.2K - $106K
|
29.8K
$2.34M
|
|
|
Jan 30, 2026
Q4 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 14.62% |
$86.2K - $92.9K
|
8.87K
$697K
|
|
|
Jan 27, 2026
Q4 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.03KNew |
$78.1K - $84.1K
|
1.03K
$80.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
837+ 16.6% |
$63.7K - $68.7K
|
5.88K
$462K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
704New |
$53.6K - $57.8K
|
704
$55.3K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
600+ 80.65% |
$45.7K - $49.2K
|
1.34K
$106K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
503New |
$38.3K - $41.3K
|
503
$39.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
183+ 5.5% |
$13.9K - $15K
|
3.51K
$276K
|
|
|
Jan 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
120+ 1.48% |
$9.14K - $9.84K
|
8.24K
$648K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
114+ 0.32% |
$8.68K - $9.35K
|
35.8K
$2.81M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
85+ 2.0% |
$6.47K - $6.97K
|
4.33K
$340K
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
63+ 2.31% |
$4.8K - $5.17K
|
2.79K
$219K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 3.41% |
$1.52K - $1.64K
|
606
$47.6K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15+ 0.12% |
$1.14K - $1.23K
|
12.2K
$957K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3+ 0.02% |
$228 - $246
|
15.9K
$1.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1+ 0.01% |
$76.2 - $82
|
12.4K
$973K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-92- 2.09% |
$7.01K - $7.55K
|
4.3K
$338K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-150- 9.68% |
$11.4K - $12.3K
|
1.4K
$110K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-234- 3.6% |
$17.8K - $19.2K
|
6.27K
$492K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-240- 1.22% |
$18.3K - $19.7K
|
19.4K
$1.52M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-276- 2.65% |
$21K - $22.6K
|
10.2K
$798K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-283- 2.05% |
$21.6K - $23.2K
|
13.5K
$1.06M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-320- 1.43% |
$24.4K - $26.3K
|
22K
$1.73M
|
|
|
Jan 30, 2026
Q4 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-957- 4.28% |
$72.9K - $78.5K
|
21.4K
$1.68M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.01K- 4.71% |
$76.8K - $82.8K
|
20.4K
$1.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
SELL
|
- |
-1.86K- 9.7% |
$141K - $152K
|
17.3K
$1.36M
|
|
|
Jan 30, 2026
Q4 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.88K- 12.44% |
$143K - $154K
|
13.2K
$1.04M
|
|
|
Jan 28, 2026
Q4 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.99K- 3.91% |
$151K - $163K
|
48.8K
$3.83M
|
|