Cetera Investment Advisers’s Pacer WealthShield ETF PWS Stock Holding History

Cetera Investment Advisers’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	$1.23M	Buy	37,477 +8,875	+31%	+$284K	﹤0.01%	2850
2026 Q1	$916K	Sell	28,602 -2,202	-7%	-$72.2K	﹤0.01%	2973
2025 Q4	$996K	Buy	30,804 +21,191	+220%	+$695K	﹤0.01%	2826
2025 Q3	$309K	Sell	9,613 -3,260	-25%	-$102K	﹤0.01%	3807
2025 Q2	$390K	Buy	12,873 +3,405	+36%	+$102K	﹤0.01%	3161
2025 Q1	$292K	Sell	9,468 -1,805	-16%	-$56.3K	﹤0.01%	3288
2024 Q4	$343K	Buy	11,273 +4,263	+61%	+$132K	﹤0.01%	2995
2024 Q3	$222K	Buy	7,010 +44	+0.6%	+$1.35K	﹤0.01%	3309
2024 Q2	$206K	Buy	+6,966	New	+$200K	﹤0.01%	3341

Other funds holding PWS

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cetera Investment Advisers's PWS Position: Q2 2026 in Review

Cetera Investment Advisers increased its Pacer WealthShield ETF (PWS) stake by 31% in Q2 2026, buying an estimated $284K and bringing the position to 37,477 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2850.

Cetera Investment Advisers first reported a position in PWS in Q2 2024 and has held it in 9 quarters since. 10 funds tracked by Wall St. Rank hold PWS as of Q2 2026.

Cetera Investment Advisers held 37,477 shares of Pacer WealthShield ETF worth $1.23M as of Q2 2026.
Cetera Investment Advisers bought 8,875 Pacer WealthShield ETF shares in Q2 2026, an estimated $284K.
Pacer WealthShield ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2850 holding.
Cetera Investment Advisers first reported a position in Pacer WealthShield ETF in Q2 2024 and has held it in 9 quarters since.
10 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.