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Allworth Financial’s Pacer WealthShield ETF PWS Stock Holding History

Allworth Financial’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 		$87.2K Hold
2,724
– – ﹤0.01% 1924
2025
Q4 		$88K Sell
2,724
-174
-6% -$5.7K ﹤0.01% 1828
2025
Q3 		$93.3K Hold
2,898
– – ﹤0.01% 1725
2025
Q2 		$87.9K Hold
2,898
– – ﹤0.01% 1617
2025
Q1 		$89.1K Sell
2,898
-2,409
-45% -$75.2K ﹤0.01% 1283
2024
Q4 		$169K Sell
5,307
-4,873
-48% -$150K ﹤0.01% 1010
2024
Q3 		$322K Hold
10,180
– – ﹤0.01% 690
2024
Q2 		$303K Sell
10,180
-500
-5% -$14.4K ﹤0.01% 694
2024
Q1 		$315K Buy
+10,680
New +$302K ﹤0.01% 658

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

Allworth Financial's PWS Position: Q1 2026 in Review

Allworth Financial held its Pacer WealthShield ETF (PWS) position steady in Q1 2026 at 2,724 shares worth $87.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Allworth Financial first reported a position in PWS in Q1 2024 and has held it in 9 quarters since. The position peaked at $322K in Q3 2024. 13 funds tracked by Wall St. Rank hold PWS as of Q1 2026.

  • Allworth Financial held 2,724 shares of Pacer WealthShield ETF worth $87.2K as of Q1 2026.
  • Allworth Financial left its Pacer WealthShield ETF share count unchanged in Q1 2026.
  • Pacer WealthShield ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1924 holding.
  • Allworth Financial first reported a position in Pacer WealthShield ETF in Q1 2024 and has held it in 9 quarters since.
  • Allworth Financial's Pacer WealthShield ETF position peaked at $322K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.