Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF inkluderar Invenio Wealth Partners Llc, Cyndeo Wealth Partners, LLC, Td Private Client Wealth Llc, Ameritas Advisory Services, LLC, och AE Wealth Management LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 10 441 | 3,47 | 364 | 4,30 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 47 543 | 152,28 | 1 658 | 154,29 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 865 | 34,56 | 65 | 38,30 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 293 | 51,81 | 10 | 66,67 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 18 723 | 653 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 806 | 94,61 | 63 | 93,75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 389 600 | 2,91 | 13 589 | 3,75 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 16 458 | 9,10 | 574 | 10,17 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 194 604 | 0,88 | 6 788 | 1,69 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 7 321 | 255 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 026 367 | 0,08 | 35 800 | 0,88 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 60 | 2 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5 897 | 206 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 274 482 | 1,99 | 9 574 | 2,81 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 856 | 204 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 3 000 | 105 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 59 328 | 5,40 | 2 070 | 6,27 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 36 251 | 1,53 | 1 264 | 2,35 | ||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 326 454 | 6,35 | 11 387 | 7,21 | ||||
| 2025-06-30 | NP | TRND - Pacer Trendpilot Fund of Funds ETF | 335 781 | 16,02 | 11 640 | 4,89 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 173 212 | 27,86 | 6 042 | 28,89 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 279 114 | 9 735 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 289 362 | 29,32 | 44 973 | 30,36 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 148 678 | 16,87 | 5 186 | 17,81 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 256 104 | 93,63 | 8 933 | 95,19 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 67 594 | 39,66 | 2 358 | 40,80 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8 398 | 69 883,33 | 293 | |||||
| 2025-08-14 | 13F | Fmr Llc | 1 445 | 1,47 | 50 | 2,04 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 54 798 | 1 911 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 72 343 | 128,43 | 2 523 | 130,41 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 19 030 | 9,52 | 664 | 10,32 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12 558 | 438 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 336 | 12 | ||||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 106 430 | 3,66 | 3 712 | 4,50 |
