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Atria Investments’s Pacer WealthShield ETF PWS Stock Holding History

Atria Investments’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 		$417K Buy
12,696
+203
+2% +$6.5K ﹤0.01% 1621
2026
Q1 		$400K Sell
12,493
-2,863
-19% -$93.9K ﹤0.01% 1569
2025
Q4 		$496K Sell
15,356
-628
-4% -$20.6K 0.01% 1449
2025
Q3 		$514K Buy
15,984
+1,821
+13% +$56.8K 0.01% 1400
2025
Q2 		$430K Buy
14,163
+25
+0.2% +$753 0.01% 1509
2025
Q1 		$436K Buy
14,138
+45
+0.3% +$1.4K 0.01% 1426
2024
Q4 		$429K Sell
14,093
-926
-6% -$28.6K 0.01% 1403
2024
Q3 		$475K Buy
15,019
+628
+4% +$19.3K 0.01% 1354
2024
Q2 		$425K Buy
+14,391
New +$413K 0.01% 1388
2022
Q1 		– Sell
-90,667
Closed -$3M – 911
2021
Q4 		$3M Sell
90,667
-65,489
-42% -$2.21M 0.05% 409
2021
Q3 		$4.98M Buy
156,156
+1,769
+1% +$57.1K 0.09% 249
2021
Q2 		$5M Sell
154,387
-18,158
-11% -$588K 0.1% 239
2021
Q1 		$5.38M Sell
172,545
-268,374
-61% -$8.2M 0.12% 201
2020
Q4 		$12.9M Buy
+440,919
New +$12.1M 0.31% 71

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Investments's PWS Position: Q2 2026 in Review

Atria Investments increased its Pacer WealthShield ETF (PWS) stake by 1.6% in Q2 2026, buying an estimated $6.5K and bringing the position to 12,696 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Atria Investments first reported a position in PWS in Q4 2020 and has held it in 14 quarters since. The position peaked at $12.9M in Q4 2020. 10 funds tracked by Wall St. Rank hold PWS as of Q2 2026.

  • Atria Investments held 12,696 shares of Pacer WealthShield ETF worth $417K as of Q2 2026.
  • Atria Investments bought 203 Pacer WealthShield ETF shares in Q2 2026, an estimated $6.5K.
  • Pacer WealthShield ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1621 holding.
  • Atria Investments first reported a position in Pacer WealthShield ETF in Q4 2020 and has held it in 14 quarters since.
  • Atria Investments's Pacer WealthShield ETF position peaked at $12.9M in Q4 2020.
  • 10 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.