Pacer Wealthshield ETFPWSETF
13F holders, Q1 2024 (March 31)15holders
$29.50avg. 13F price*
At the end of Q1 2024, 15 institutions reported holding Pacer Wealthshield ETF (PWS) in their 13F filings. The largest holders were Susquehanna International Group, LLP ($1.2M), Envestnet Asset Management Inc. ($1.0M) and Imprint Wealth LLC ($897K).
- Company
- Pacer Wealthshield ETF
- Filed as
- PACER FDS TR (Q1 2024)
- CUSIP
- 69374H840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $315K |
| Exits | 4 | $2.8M |
Ownership 15 holders
| Susquehanna International Group, LLP | 0.00% | Add +57.0% | 39,056 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.6% | 35,324 | $1.0M |
| Imprint Wealth LLC | 0.22% | No change | 30,534 | $897K |
| WealthShield Partners, LLC | 0.08% | Reduce -4.7% | 16,015 | $473K |
| NewEdge Advisors, LLC | 0.00% | Add +0.5% | 15,013 | $443K |
| Sound Financial Strategies Group, LLC | 0.30% | Add +5.2% | 12,411 | $366K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.0% | 11,815 | $349K |
| Allworth Financial LP | 0.00% | New | 10,680 | $315K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.8% | 9,238 | $273K |
| Royal Bank of Canada | 0.00% | Reduce -77.7% | 6,290 | $186K |
| Bank of America Corp. | 0.00% | Reduce -14.3% | 4,359 | $129K |
| UBS Group AG | 0.00% | Add +7.6% | 283 | $8K |
| Osaic Holdings, Inc. | 0.00% | Reduce -98.8% | 154 | $5K |
| FMR LLC | 0.00% | New | 3 | $89 |
| Wells Fargo & Company | 0.00% | No change | 1 | $38 |
"% of holder's portfolio" is PWS's weight in each manager's 13F, not the share of Pacer Wealthshield ETF the manager owns.