Napa Wealth Management »

Pacer Fds Tr wealthshield shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr wealthshield (PWS) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in Pacer Fds Tr wealthshield

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr wealthshield held by Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pacer Fds Tr wealthshield by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.5M 294k 32.18
2025-06-30 $5.6M 185k 30.33
2025-03-31 $515k 17k 30.82

More positions owned by Napa Wealth Management

Pacer Fds Tr Wealthshield (PWS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Series Portfolios Tr Adaptiv Select (ADPV)
Tidal Trust I Unlimited Hfeq E
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Tidal Trust I Unlimited Hfgm (HFGM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Bridges Cap Tact (BDGS)
Pacer Fds Tr Trendpilot Fd (TRND)
NVIDIA Corporation (NVDA)
Global X Fds Bitcoin Trend St (BTRN)

View all positions for Napa Wealth Management

Top funds holding Pacer Fds Tr wealthshield

Napa Wealth Management
LPL Financial
ORG Partners
ORG Wealth Partners
Concurrent Investment Advisors
Atria Investments
Envestnet Asset Management
Cetera Investment Advisers
Susquehanna International
Royal Bank of Canada
Hanson McClain Advisors
Advisory Services Network
WFA of San Diego
Emerald Investment Partners
UBS Group

View all funds holding Pacer Fds Tr wealthshield