Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Pacer Funds Trust - Pacer Trendpilot 100 ETF comprennent MY Wealth Management Inc., MBL Wealth, LLC, Napa Wealth Management, Golden State Equity Partners, CFS Investment Advisory Services, LLC, Stark Wealth Management LLC, Cyndeo Wealth Partners, LLC, HBW Advisory Services LLC, Trust Co Of Vermont, et Global Retirement Partners, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 746 | 4,04 | 53 | 6,00 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 4 550 | 16,94 | 325 | 17,39 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19 743 | 0,84 | 1 409 | 1,37 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 183 469 | 42,46 | 13 094 | 43,18 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 68 465 | 28,86 | 4 886 | 29,53 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 8 308 | 593 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 818 | 27,90 | 415 | 28,48 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13 933 | 3,16 | 994 | 3,65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54 199 | 11,41 | 3 868 | 11,99 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 90 295 | 0,63 | 6 444 | 1,15 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 131 087 | 9 356 | ||||||
| 2025-06-30 | NP | TRND - Pacer Trendpilot Fund of Funds ETF | 161 335 | 12,61 | 10 872 | 0,83 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 3 452 | 246 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 10 434 | 7,19 | 745 | 7,67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 270 924 | 36,17 | 19 336 | 36,86 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 219 653 | 2,27 | 15 677 | 2,79 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 47 | 3 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 3 559 | 254 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 82 344 | 7,87 | 5 877 | 8,41 | ||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 156 854 | 3,22 | 11 195 | 3,74 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 828 | 1,46 | 487 | 2,10 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 22 791 | 0,92 | 1 627 | 1,43 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 754 | 14,80 | 197 | 15,29 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 925 | 66 | ||||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 11 873 | 1,26 | 847 | 1,80 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12 906 | 15,30 | 921 | 15,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 76 265 | 5 443 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 55 026 | 2,94 | 3 927 | 3,48 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 4 350 | 310 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 47 385 | 3 382 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 811 | 58 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 9 933 | 4,15 | 709 | 4,58 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 600 | 43 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 7 701 | 14,58 | 550 | 15,09 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 122 128 | 0,87 | 8 716 | 1,38 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7 450 | 1 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11 193 | 4,19 | 795 | -0,13 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9 421 | 672 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 11 833 | 11,26 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 516 605 | 6,61 | 108 240 | 7,15 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 18 676 | 0,85 | 1 333 | 1,29 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12 834 | 0,63 | 916 | 1,10 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 26 017 | 1 857 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 144 276 | 7,02 | 10 297 | 7,56 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 400 | 21,74 | 99 | 16,47 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9 079 | 17,51 | 648 | 18,07 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27 656 | 6,91 | 2 | 0,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 3 317 | 237 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 12 162 | 3,07 | 868 | 3,70 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 12 368 | 0,24 | 883 | 0,68 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 57 225 | 0,88 | 4 084 | 1,39 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8 344 | 2,14 | 596 | 2,59 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 149 890 | 76,82 | 10 698 | 77,72 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20 198 | 1 442 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 7 691 | 2,27 | 549 | 2,62 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 180 961 | 11,17 | 12 915 | 11,74 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4 338 | 310 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 6 182 | 27,97 | 441 | 28,57 |
