Purchases and Sales Made in Q2 2025 in Pacer Fds Tr Wealthshield ETF (PWS)
This table provides information about the institutional ownership of Pacer Fds Tr Wealthshield ETF (PWS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
169K+ 1010.05% |
$4.89M - $5.19M
|
185K
$5.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
105KNew |
$3.04M - $3.22M
|
105K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.86KNew |
$112K - $119K
|
3.86K
$120K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.41K+ 35.96% |
$98.8K - $105K
|
12.9K
$401K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.65K+ 18.11% |
$76.9K - $81.6K
|
17.3K
$539K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.61K+ 7.83% |
$46.8K - $49.6K
|
22.2K
$692K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
53New |
$1.54K - $1.63K
|
53
$1.65K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25+ 0.18% |
$726 - $770
|
14.2K
$442K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23- 3.82% |
$667 - $708
|
579
$18.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-146- 0.33% |
$4.24K - $4.49K
|
44.2K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-390- 2.8% |
$11.3K - $12K
|
13.5K
$422K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.35K- 28.18% |
$242K - $257K
|
21.3K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.42K- 24.63% |
$244K - $259K
|
25.8K
$803K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35K- 99.91% |
$1.02M - $1.08M
|
32
$998
|