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Advisory Services Network’s Pacer WealthShield ETF PWS Stock Holding History

Advisory Services Network’s Portfolio PWS Stock Details PWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.79K Buy
+212
New +$6.96K ﹤0.01% 3739
2025
Q4 		– Sell
-292
Closed -$9.4K – 3668
2025
Q3 		$9.4K Buy
+292
New +$9.11K ﹤0.01% 3313

Other funds holding PWS

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

Advisory Services Network's PWS Position: Q1 2026 in Review

Advisory Services Network opened a new position in Pacer WealthShield ETF (PWS) in Q1 2026: 212 shares worth $6.79K. The stake represents ﹤0.01% of the portfolio and ranks #3739 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in PWS as recently as Q3 2025.

Advisory Services Network first reported a position in PWS in Q3 2025 and has held it in 2 quarters since. The position peaked at $9.4K in Q3 2025. 13 funds tracked by Wall St. Rank hold PWS as of Q1 2026.

  • Advisory Services Network held 212 shares of Pacer WealthShield ETF worth $6.79K as of Q1 2026.
  • Pacer WealthShield ETF was a new Advisory Services Network position in Q1 2026.
  • Pacer WealthShield ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3739 holding.
  • Advisory Services Network first reported a position in Pacer WealthShield ETF in Q3 2025 and has held it in 2 quarters since.
  • Advisory Services Network's Pacer WealthShield ETF position peaked at $9.4K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.