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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
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

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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Atria Investments's PWS Position: Q1 2026 in Review

Atria Investments reduced its Pacer WealthShield ETF (PWS) stake by 19% in Q1 2026, selling an estimated $93.9K and leaving 12,493 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Atria Investments first reported a position in PWS in Q4 2020 and has held it in 13 quarters since. The position peaked at $12.9M in Q4 2020. 13 funds tracked by Wall St. Rank hold PWS as of Q1 2026.

  • Atria Investments held 12,493 shares of Pacer WealthShield ETF worth $400K as of Q1 2026.
  • Atria Investments sold 2,863 Pacer WealthShield ETF shares in Q1 2026, an estimated $93.9K.
  • Pacer WealthShield ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1569 holding.
  • Atria Investments first reported a position in Pacer WealthShield ETF in Q4 2020 and has held it in 13 quarters since.
  • Atria Investments's Pacer WealthShield ETF position peaked at $12.9M in Q4 2020.
  • 13 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.