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Get Institutions for : 
Pacer Swan Sos Moderate (april) Etf (PSMR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 10    1
Total shares held : 
 2,527,553  
% of shares held : 
 2.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 342,953  
% of shares held change : 
   0.38%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 38,555
 1.53%
 
Increased Positions :
2
 321,170
 12.71%
 
Unchanged Positions :
3
 30,239
 1.2%
 
Decreased Positions :
3
-3,553
-0.14%
 
Closed Positions :
1
-13,219
-0.52%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Swan Wealth Advisors Inc. 14 - 2024-03-31 1,278,187 $32,581,000 104,300
   Pacer Advisors Inc. 236 - 2024-03-31 1,278,187 $32,575,000 104,300
   LINCOLN NATIONAL CORP 647 - 2024-03-31 25,434 $648,000 -4,800
   Cornerstone Wealth Group LLC 144 *New 2024-03-31 25,367 $646,000 25,367
   Sutton Wealth Advisors Inc. 58 - 2023-09-30 25,434 $591,000 0
   CITADEL ADVISORS LLC 3713 - 2024-03-31 20,083 $512,000 20,083
   WOLVERINE TRADING LLC 638 - 2024-03-31 19,023 $485,000 -3,037
   ADVISORY SERVICES NETWORK, LLC 1016 - 2024-03-31 16,495 $420,000 0
   Advisor Group Holdings Inc. 3196 - 2024-03-31 13,964 $356,000 0
   OLD MISSION CAPITAL LLC 670 *New 2024-03-31 13,021 $332,000 13,021
   PRINCIPAL SECURITIES INC. 2594 *New 2024-03-31 200 $5,000 200
   PROEQUITIES INC. 3485 - 2024-03-31 0 $0 0
   Anfield Capital Management LLC 329 *Closed 2024-03-31 0 $0 -84,576
   COMMONWEALTH EQUITY SERVICES LLC. 4042 *Closed 2024-03-31 0 $0 -12,445
   DHJJ Financial Advisors Ltd. 801 - 2024-03-31 5 $0 0
  15 Records found
  1    
  Page 1 of 1
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