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Pacer Wealthshield ETF (PWS)

CUSIP: 69374H840 | NYSE | 62 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Ascentis Wealth Management, LLC70,902
0.4% of portfolio›$2.3M
Mather Group, Llc.26,867
0.0% of portfolio›$866.5K
Atria Investments, Inc13,304
0.0% of portfolio›$429.1K
Concurrent Investment Advisors, LLC13,152
0.0% of portfolio›$424.2K
Ascentis Independent Advisors5,512
0.0% of portfolio›$178.1K
StyleTurnoverLocationFiled
Ascentis Wealth Management, LLC
70,902$2.3M0.4%Agg GrowthLowDallas, TX2026-11-03
Mather Group, Llc.
26,867$866.5K0.0%ETFMediumChicago, IL2026-10-14
Atria Investments, Inc
13,304$429.1K0.0%CoreMediumCharlotte, NC2026-10-15
Concurrent Investment Advisors, LLC
13,152$424.2K0.0%GrowthMediumTampa, FL2026-10-16
Ascentis Independent Advisors
5,512$178.1K0.0%ETFLowDallas, TX2026-11-03