Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF comprennent IronOak Wealth LLC., Jones Financial Companies Lllp, Tripletail Wealth Management, LLC, Brookwood Investment Group LLC, Tactive Advisors, LLC, Wincap Financial Llc, Tower Research Capital LLC (TRC), et Nbc Securities, Inc. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16 166 | 31,25 | 770 | 32,59 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 106 758 | 263,90 | 5 082 | 267,92 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7 806 | 0,88 | 369 | 1,37 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 176 357 | 7,29 | 8 395 | 8,45 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 17 427 | 52,77 | 830 | 51,83 | ||||
| 2025-08-19 | 13F | Campbell Capital Management Inc | 29 485 | 1 403 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 21 290 | 26,94 | 1 013 | 28,39 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7 278 | 346 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 200 | 0 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 25 270 | 22,30 | 1 203 | 23,66 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12 735 | 115,45 | 606 | 115,66 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 19 908 | 2,07 | 948 | 3,16 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 36 072 | 1 717 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10 600 | 505 | ||||||
| 2025-08-01 | 13F | Wincap Financial Llc | 4 338 | 207 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12 434 | 9,61 | 592 | 10,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 219 147 | 2,91 | 10 | 0,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 38 705 | 10,73 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 81 427 | 46,48 | 3 876 | 48,07 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 8 665 | 42,87 | 412 | 47,84 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10 647 | 11,34 | 507 | 12,44 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 22 582 | 3 023,37 | 1 075 | 3 061,76 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 243 483 | 0,49 | 11 590 | 1,58 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 44 400 | 428,57 | 2 091 | 423,81 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 174 877 | 40,02 | 8 324 | 41,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Sequent Planning LLC | 10 431 | 21,40 | 497 | 22,77 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17 133 | 47,49 | 816 | 48,99 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 76 303 | 156,04 | 3 632 | 158,87 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 70 759 | 28,33 | 3 368 | 29,74 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 104 517 | 20,72 | 4 975 | 22,06 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 69 134 | 5,91 | 3 293 | 7,05 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 73 140 | 73 040,00 | 3 481 | 86 925,00 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 53 197 | 18,63 | 2 532 | 19,94 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 067 | 0,66 | 51 | 2,04 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 24 834 | 267,42 | 1 182 | 271,70 | ||||
| 2025-08-01 | NP | OTRFX - OnTrack Core Fund Investor Class Shares | 30 000 | 1 428 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 70 697 | 36,94 | 3 365 | 38,42 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 30 540 | 5,68 | 1 454 | 6,84 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18 685 | 18,40 | 889 | 19,65 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 84 686 | 0,61 | 4 031 | 1,72 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6 666 | 0,09 | 317 | 1,28 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 6 863 | 327 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 455 | 0,89 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27 873 | 16,77 | 1 327 | 17,97 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 883 241 | 17,97 | 42 042 | 19,25 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 15 002 | 7,86 | 714 | 9,17 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 85 074 | 3,49 | 4 050 | 4,63 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 237 | 15,93 | 297 | 17,00 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 177 513 | 16,81 | 8 450 | 18,09 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 53 036 | 20,48 | 2 524 | 21,81 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 25 368 | 1 201 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 14 259 | 2,87 | 679 | 3,99 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 724 | 17,40 | 225 | 18,52 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 211 | 10 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 830 | 345,35 | 182 | 355,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8 775 | 45,64 | 418 | 47,35 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 2 565 | 3,72 | 122 | 5,17 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 11 039 | 524 | ||||||
| 2025-08-06 | 13F | Price Capital Management, Inc. | 30 000 | 1 424 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 786 | 0,45 | 180 | 1,69 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 26 785 | 44,28 | 1 271 | 46,99 |
