Purchases and Sales Made in Q3 2025 in Pacer Fds Tr Wealthshield ETF (PWS)
This table provides information about the institutional ownership of Pacer Fds Tr Wealthshield ETF (PWS) during Q3 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR WEALTHSHIELD ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
109K+ 58.72% |
$3.28M - $3.5M
|
294K
$9.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
13.5K+ 60.7% |
$406K - $434K
|
35.7K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.82K+ 18200.0% |
$176K - $187K
|
5.86K
$192K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.82K+ 12.86% |
$54.9K - $58.6K
|
16K
$523K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
292New |
$8.8K - $9.4K
|
292
$9.56K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$30.1 - $32.2
|
1
$32.8
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-47- 88.68% |
$1.42K - $1.51K
|
6
$197
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-608- 2.86% |
$18.3K - $19.6K
|
20.7K
$677K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-930- 2.1% |
$28K - $29.9K
|
43.3K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.26K- 25.32% |
$98.3K - $105K
|
9.61K
$315K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.48K- 20.11% |
$105K - $112K
|
13.8K
$452K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13.5K- 99.35% |
$406K - $433K
|
88
$2.88K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.8K- 65.31% |
$507K - $541K
|
8.94K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37K- 35.3% |
$1.11M - $1.19M
|
67.7K
$2.22M
|