Institutional Ownership Pacer Fds Tr Wealthshield ETF (PWS)
This table provides information about the institutional ownership of Pacer Fds Tr Wealthshield ETF (PWS). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 321,283 shares, which have been reported (via 13F filing form) to have a value of $9.55 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
44,375
shares
|
$1.32 Million
0.4% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
35,079
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
34,183
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.62%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
30,534
shares
|
$907,470
0.22% of portfolio
|
Q4 2023
Added 3.66%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
29,628
shares
|
$880,544
0.02% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
20,583
shares
|
$611,726
0.29% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
16,697
shares
|
$496,234
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
14,635
shares
|
$434,952
0.0% of portfolio
|
Q1 2025
Reduced 17.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
14,138
shares
|
$420,181
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
13,932
shares
|
$414,059
0.06% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
13,419
shares
|
$398,812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
12,504
shares
|
$371,618
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
12,504
shares
|
$371,618
0.08% of portfolio
|
Q3 2022
Reduced 34.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
9,468
shares
|
$281,388
0.0% of portfolio
|
Q1 2025
Reduced 16.01%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
9,367
shares
|
$278,387
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
6,623
shares
|
$196,835
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,898
shares
|
$86,128
0.0% of portfolio
|
Q1 2025
Reduced 45.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
602
shares
|
$17,891
0.0% of portfolio
|
Q1 2025
Reduced 82.48%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
113
shares
|
$3,358
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|