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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
Q2 		– Sell
-212
Closed -$6.79K – 4037
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Services Network's PWS Position: Q2 2026 in Review

Advisory Services Network sold out of Pacer WealthShield ETF (PWS) in Q2 2026, closing a stake of 212 shares — an estimated $6.79K sold.

Advisory Services Network first reported a position in PWS in Q3 2025 and held it in 2 quarters. The position peaked at $9.4K in Q3 2025. 10 funds tracked by Wall St. Rank hold PWS as of Q2 2026.

  • Advisory Services Network reported no remaining Pacer WealthShield ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 212 Pacer WealthShield ETF shares in Q2 2026, an estimated $6.79K.
  • Advisory Services Network first reported a position in Pacer WealthShield ETF in Q3 2025 and held it in 2 quarters.
  • Advisory Services Network's Pacer WealthShield ETF position peaked at $9.4K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.