Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF inkluderar 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), och Nbc Securities, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
