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 22 institutions that hold shares in the stock, with a total of 531,044 shares, which have been reported (via 13F filing form) to have a value of $16.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
185,345
shares
|
$5.86 Million
2.69% of portfolio
|
Q2 2025
Added 1010.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
104,672
shares
|
$3.31 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
44,229
shares
|
$1.4 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
30,534
shares
|
$965,485
0.22% of portfolio
|
Q4 2023
Added 3.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
25,763
shares
|
$814,626
0.0% of portfolio
|
Q2 2025
Reduced 24.63%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
22,195
shares
|
$701,805
0.29% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
21,278
shares
|
$672,810
0.01% of portfolio
|
Q2 2025
Reduced 28.18%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
17,286
shares
|
$546,583
0.0% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
14,163
shares
|
$447,834
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
13,542
shares
|
$428,198
0.05% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
12,873
shares
|
$407,044
0.0% of portfolio
|
Q2 2025
Added 35.96%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
12,504
shares
|
$395,376
0.08% of portfolio
|
Q3 2022
Reduced 34.99%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
12,504
shares
|
$395,376
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
6,623
shares
|
$209,419
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,857
shares
|
$121,958
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,898
shares
|
$91,634
0.0% of portfolio
|
Q1 2025
Reduced 45.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
579
shares
|
$18,307
0.0% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
113
shares
|
$3,573
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
53
shares
|
$1,675
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
32
shares
|
$1,011
0.0% of portfolio
|
Q2 2025
Reduced 99.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$31
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|