Who owns Pacer Fds Tr wealthshield?
- Ticker: PWS
- CUSIP Number: 69374h840
Tip: Access positions for across all investors
Analyze quarterly positions in Pacer Fds Tr wealthshield with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop investors of Pacer Fds Tr wealthshield stock
Who bought or sold Pacer Fds Tr wealthshield this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Napa Wealth Management | 294k | $9.5M | 59% | Sep 2025 |
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| LPL Financial | 68k | $2.2M | -35% | Sep 2025 |
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| ORG Partners | 43k | $0 | -2% | Sep 2025 |
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| ORG Wealth Partners | 36k | $1.1M | 61% | Sep 2025 |
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| Concurrent Investment Advisors | 21k | $665k | -3% | Sep 2025 |
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| Atria Investments | 16k | $514k | 13% | Sep 2025 |
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| Envestnet Asset Management | 14k | $444k | -20% | Sep 2025 |
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| Cetera Investment Advisers | 9.6k | $309k | -25% | Sep 2025 |
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| Susquehanna International | 8.9k | $288k | -65% | Sep 2025 |
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| Royal Bank of Canada | 5.9k | $188k | 18200% | Sep 2025 |
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| Hanson McClain Advisors | 2.9k | $93k | 0% | Sep 2025 |
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| Advisory Services Network | 292.00 | $9.4k | 100% | Sep 2025 |
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| WFA of San Diego | 113.00 | $3.4k | 100% | Jun 2025 |
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| Emerald Investment Partners | 88.00 | $2.8k | -99% | Sep 2025 |
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| UBS Group | 6.00 | $193.000200 | -89% | Sep 2025 |
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| Wells Fargo & Company | 1.00 | $29.000000 | 0% | Sep 2025 |
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Who sold out of Pacer Fds Tr wealthshield?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gallagher Fiduciary Advisors | Jun 2025 | 6.6k | $201k |
| Raymond James Financial | Jun 2025 | 3.9k | $117k |