PWS — PACER FDS TR

Ownership history in WealthShield Partners, LLC  ·  31 quarters on record

This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in PACER FDS TR (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
20.71% (2018 Q3)
Avg. % of fund
4.07%
First filed
2018 Q1
Last filed
2025 Q3
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 88 -13,454 -99.4% 0.00% $3K $31.91
2025 Q2 REDUCED 13,542 -390 -2.8% 0.05% $411K $30.00
2025 Q1 REDUCED 13,932 -15 -0.1% 0.06% $429K $30.36
2024 Q4 REDUCED 13,947 -13,854 -49.8% 0.06% $424K $29.90
27 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% ORG Partners LLC 0.24% 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%
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