PWS — PACER WEALTHSHIELD ETF

Ownership history in ORG Partners LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in PACER WEALTHSHIELD ETF (PWS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.4% (2023 Q3)
Avg. % of fund
0.45%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 42,978 -321 -0.7% 0.24% $1.4M $32.31
2025 Q3 REDUCED 43,299 -930 -2.1% 0.26% $1.4M $31.91
2025 Q2 REDUCED 44,229 -146 -0.3% 0.29% $1.3M $30.00
2025 Q1 ADDED 44,375 +1,855 +4.4% 0.34% $1.4M $30.36
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PWS price (monthly, adj. close)

Other funds also holding PWS

As of 2025 Q4 — sorted by position size

ORG Wealth Partners, LLC 0.27% Concurrent Investment Advisors, LLC 0.01% Atria Investments, Inc 3Y 7Y 0.01% WFA of San Diego, LLC 3Y 0.0% Cetera Investment Advisers 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0% Allworth Financial LP 3Y 7Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% ROYAL BANK OF CANADA 3Y 7Y 0.0%
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