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Pacer WealthShield ETF (PWS) Institutional Ownership

$30.68 +0.25 (+0.82%)
Closing price 08/1/2025 03:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer WealthShield ETF (BATS:PWS)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$1.81M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.98M
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PWS Institutional Buying and Selling by Quarter

Pacer WealthShield ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 Envestnet Asset Management Inc.17,286$524K0.0%+18.1%2.034%
7/25/2025 Concurrent Investment Advisors LLC21,278$645K0.0%-28.2%2.503%
7/16/2025 ORG Wealth Partners LLC22,195$672K0.2%+7.8%2.611%
5/19/2025Jane Street Group LLC13,419$414K0.0%N/A1.579%
5/15/2025Royal Bank of Canada35,079$1.08M0.0%-1.1%4.127%
5/14/2025Napa Wealth Management16,697$515K0.3%N/A1.964%
4/29/2025 Envestnet Asset Management Inc.14,635$451K0.0%-51.4%1.951%
4/29/2025 Concurrent Investment Advisors LLC29,628$913K0.0%-2.6%3.950%
4/21/2025 ORG Partners LLC44,375$1.37M0.3%+4.4%5.917%
4/21/2025 ORG Wealth Partners LLC20,583$632K0.2%+3.9%2.744%
2/6/2025Atria Investments Inc14,093$429K0.0%-6.2%2.013%
2/4/2025WealthShield Partners LLC13,947$424K0.1%-49.8%1.992%
1/10/2025 ORG Wealth Partners LLC19,802$602K0.2%-4.3%2.829%
1/10/2025 ORG Partners LLC42,520$1.29M0.2%-2.0%6.074%
11/1/2024Atria Investments Inc15,019$475K0.0%+4.4%2.146%
10/11/2024 ORG Partners LLC43,373$1.37M0.2%-34.2%6.196%
10/11/2024 ORG Wealth Partners LLC20,685$654K0.2%N/A2.955%
7/31/2024 Concurrent Investment Advisors LLC30,420$898K0.0%N/A4.346%
7/26/2024WealthShield Partners LLC14,141$418K0.1%-11.7%2.020%
7/16/2024 ORG Partners LLC65,901$1.95M0.2%N/A9.414%
2/8/2024Eudaimonia Partners LLC10,143$274K0.1%-76.3%0.922%
2/6/2024Great Valley Advisor Group Inc.9,137$247K0.0%-13.2%0.831%
2/2/2024Sound Financial Strategies Group LLC11,794$319K0.3%-68.8%1.072%
1/30/2024Imprint Wealth LLC30,534$831K0.7%+3.7%2.776%
1/29/2024 ORG Partners LLC85,355$2.31M0.4%+24.2%7.760%
1/23/2024WealthShield Partners LLC16,801$457K0.1%-78.9%1.527%
11/13/2023 Envestnet Asset Management Inc.151,105$3.98M0.0%-12.2%13.737%
11/6/2023Sound Financial Strategies Group LLC37,784$996K0.8%-9.4%3.435%
11/3/2023 ORG Partners LLC68,744$1.81M0.7%-27.4%6.249%
10/25/2023WealthShield Partners LLC79,570$2.10M0.3%-15.4%7.234%
10/24/2023Eudaimonia Partners LLC42,806$1.13M0.3%-15.3%3.891%
8/7/2023Sound Financial Strategies Group LLC41,707$1.14M0.8%-2.0%3.792%
8/4/2023 Envestnet Asset Management Inc.172,068$4.72M0.0%-11.0%15.643%
8/3/2023WealthShield Partners LLC94,011$2.58M0.4%-8.6%8.546%
7/19/2023Eudaimonia Partners LLC50,566$1.39M0.3%-5.7%5.618%
7/18/2023 Stratos Wealth Partners LTD.7,925$217K0.0%-19.4%0.881%
6/1/2023 ORG Partners LLC150,649$4.08M1.0%N/A16.739%
5/8/2023WealthShield Partners LLC102,880$2.79M0.4%-2.7%11.431%
5/3/2023Great Valley Advisor Group Inc.10,527$285K0.0%-8.7%1.170%
5/2/2023Sound Financial Strategies Group LLC42,537$1.15M0.8%+1.3%4.726%
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4/27/2023 Stratos Wealth Partners LTD.9,829$266K0.0%-4.7%1.092%
4/25/2023Eudaimonia Partners LLC53,596$1.45M0.3%+0.9%5.955%
2/27/2023Gallagher Benefit Services Inc.12,504$358K0.1%N/A0.000%
2/10/2023Advisor Group Holdings Inc.68,378$1.96M0.0%-75.2%0.000%
2/8/2023 Belpointe Asset Management LLC3,106$89K0.0%N/A0.000%
2/7/2023 Envestnet Asset Management Inc.209,189$5.99M0.0%-53.5%0.000%
2/1/2023Great Valley Advisor Group Inc.11,527$330K0.0%-2.9%0.000%
1/30/2023Sound Financial Strategies Group LLC41,980$1.20M0.9%-5.7%0.000%
1/30/2023PFG Advisors37,624$1.08M0.1%+270.2%0.000%
1/24/2023Eudaimonia Partners LLC53,141$1.52M0.4%-32.0%0.000%
11/10/2022 Envestnet Asset Management Inc.450,148$13.04M0.0%+117.9%0.000%
11/9/2022Sound Financial Strategies Group LLC44,521$1.29M1.9%+7.3%0.000%
11/4/2022WealthShield Partners LLC92,575$2.68M0.5%-9.6%0.000%
11/4/2022Eudaimonia Partners LLC78,155$2.26M0.6%-37.4%0.000%
10/26/2022F3Logic LLC12,504$363K0.1%-35.0%0.000%
10/21/2022Great Valley Advisor Group Inc.11,877$344K0.0%N/A0.000%
10/14/2022PFG Advisors10,162$294K0.0%N/A0.000%
8/11/2022WealthShield Partners LLC102,434$3.15M0.6%-3.5%0.000%
8/3/2022 Envestnet Asset Management Inc.206,595$6.35M0.0%-12.1%0.000%
8/3/2022F3Logic LLC19,235$591K0.1%-42.8%0.000%
7/25/2022Sound Financial Strategies Group LLC41,473$1.27M1.0%+32.4%0.000%
5/17/2022Eudaimonia Partners LLC151,309$4.66M0.8%N/A0.000%
5/12/2022F3Logic LLC33,651$1.04M0.2%-93.5%0.000%
5/9/2022WealthShield Partners LLC106,100$3.27M0.5%-45.2%0.000%
5/5/2022Sound Financial Strategies Group LLC31,323$964K0.5%+208.8%0.000%
5/4/2022Advisor Group Holdings Inc.39,515$1.22M0.0%-17.2%0.000%
5/4/2022 Envestnet Asset Management Inc.234,923$7.23M0.0%-41.4%0.000%
4/18/2022 Veracity Capital LLC7,781$240K0.1%-13.1%0.000%
2/14/2022Eudaimonia Advisors LLC7,751$256K0.2%N/A0.000%
2/10/2022WealthShield Partners LLC193,520$6.40M1.1%-3.3%0.000%
2/4/2022 Envestnet Asset Management Inc.401,119$13.26M0.0%+49.5%0.000%
2/4/2022F3Logic LLC514,200$17.02M2.0%-28.5%0.000%
2/4/2022Atria Investments LLC90,667$3.00M0.1%-41.9%0.000%
2/3/2022Advisor Group Holdings Inc.47,736$1.58M0.0%+1.2%0.000%
1/20/2022Kestra Advisory Services LLC9,281$307K0.0%+8.9%0.000%
11/16/2021Atria Investments LLC156,156$4.98M0.1%+1.1%0.000%
11/15/2021F3Logic LLC719,435$22.93M3.0%+3.7%0.000%
11/12/2021WealthShield Partners LLC200,110$6.38M1.7%-4.0%0.000%
11/10/2021Goldman Sachs Group Inc.45,325$1.45M0.0%-18.1%0.000%
11/5/2021Advisor Group Holdings Inc.47,148$1.50M0.0%-24.9%0.000%
10/25/2021Eudaimonia Partners LLC156,492$4.99M0.9%-1.1%0.000%
10/19/2021Kestra Advisory Services LLC8,525$272K0.0%+15.9%0.000%
10/13/2021 Veracity Capital LLC9,001$287K0.1%-6.4%0.000%
8/24/2021 Veracity Capital LLC9,614$312K0.1%-54.3%0.000%
8/13/2021Eudaimonia Partners LLC158,153$5.12M1.0%+14.8%0.000%
8/11/2021Susquehanna International Group LLP20,377$660K0.0%+80.2%0.000%
8/10/2021Atria Investments LLC154,387$5.00M0.1%-10.5%0.000%
8/10/2021F3Logic LLC693,746$22.48M2.7%-2.2%0.000%
8/6/2021WealthShield Partners LLC208,431$6.75M1.1%+15.4%0.000%
8/2/2021Advisor Group Holdings Inc.62,748$2.03M0.0%-3.4%0.000%
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7/30/2021Sound Financial Strategies Group LLC9,845$319K0.2%+3.8%0.000%
7/23/2021 Veracity Capital LLC9,614$312K0.1%-54.3%0.000%
5/17/2021Royal Bank of Canada10,781$336K0.0%+183.5%0.000%
(Data available from 1/1/2016 forward)

PWS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PWS shares?

During the previous two years, 13 institutional investors and hedge funds held shares of Pacer WealthShield ETF. The most heavily invested institutionals were ORG Partners LLC ($1.37M), Royal Bank of Canada ($1.08M), Imprint Wealth LLC ($831K), ORG Wealth Partners LLC ($672K), Concurrent Investment Advisors LLC ($645K), Envestnet Asset Management Inc. ($524K), and Napa Wealth Management ($515K).Learn more on Pacer WealthShield ETF's institutional investors.

Which institutional investors have been buying Pacer WealthShield ETF's stock?

The following institutional investors have purchased Pacer WealthShield ETF's stock in the last 24 months: ORG Partners LLC ($84.37K), Concurrent Investment Advisors LLC ($30.42K), ORG Wealth Partners LLC ($23.08K), Napa Wealth Management ($16.70K), Jane Street Group LLC ($13.42K), Envestnet Asset Management Inc. ($2.65K), and Imprint Wealth LLC ($1.08K).

How much institutional buying is happening at Pacer WealthShield ETF?

Institutional investors have bought a total of 58,328 shares in the last 24 months. This purchase volume represents approximately $1.81M in transactions.

Which of Pacer WealthShield ETF's major shareholders have been selling company stock?

The following institutional investors have sold Pacer WealthShield ETF stock in the last 24 months: ORG Partners LLC ($23.38K), Envestnet Asset Management Inc. ($15.46K), WealthShield Partners LLC ($13.85K), Concurrent Investment Advisors LLC ($9.14K), Atria Investments Inc ($926.00), ORG Wealth Partners LLC ($883.00), and Royal Bank of Canada ($389.00).

How much institutional selling is happening at Pacer WealthShield ETF?

Institutional investors have sold a total of 64,034 shares in the last 24 months. This volume of shares sold represents approximately $1.98M in transactions.


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This page (BATS:PWS) was last updated on 8/4/2025 by MarketBeat.com Staff
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