Cetera Investment Advisers
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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
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

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

Cetera Investment Advisers's PWS Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Pacer WealthShield ETF (PWS) stake by 7.1% in Q1 2026, selling an estimated $72.2K and leaving 28,602 shares worth $916K. The position accounts for ﹤0.01% of the portfolio, ranked #2973.

Cetera Investment Advisers first reported a position in PWS in Q2 2024 and has held it in 8 quarters since. The position peaked at $996K in Q4 2025. 13 funds tracked by Wall St. Rank hold PWS as of Q1 2026.

  • Cetera Investment Advisers held 28,602 shares of Pacer WealthShield ETF worth $916K as of Q1 2026.
  • Cetera Investment Advisers sold 2,202 Pacer WealthShield ETF shares in Q1 2026, an estimated $72.2K.
  • Pacer WealthShield ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2973 holding.
  • Cetera Investment Advisers first reported a position in Pacer WealthShield ETF in Q2 2024 and has held it in 8 quarters since.
  • Cetera Investment Advisers's Pacer WealthShield ETF position peaked at $996K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.