Skip to content

PWS PACER FDS TR

Follow

WEALTHSHIELD (fund)

13 managers (14 13F filers) reported a position in PWS shares at 2026-03-31, 530,233 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
13
13F filers
14
New
3
Added
4
Reduced
5
Sold out
5
Shares held by filers
530,233

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MATHER GROUP, LLC.203,238$6.51M0.06%new13F-HRTimeline
LPL Financial LLC104,873$3.36M<0.01%+99013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding72,321$2.32M+37,120Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,940$1.44M<0.01%+23,92113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,659$1.05M<0.01%+4,14513F-HRTimelineGroup
Cetera Investment Advisers28,602$916K<0.01%-2,20213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,584$627K0.01%-41113F-HRTimelineGroup
Atria Investments, Inc12,493$400K<0.01%-2,86313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,508$272K<0.01%-9,84313F-HRTimelineGroup
Allworth Financial LP2,724$87.2K<0.01%013F-HRTimeline
Advisory Services Network, LLC212$6.79K<0.01%new13F-HRTimeline
WFA of San Diego, LLC79$2.53K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$2<0.01%-113F-HR/ATimelineGroupAmount filed as zero, left out of ratios.