Concurrent Investment Advisors’s Pacer WealthShield ETF PWS Stock Holding History

Concurrent Investment Advisors’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 Q3	$424K	Sell	13,152 -5,853	-31%	-$192K	﹤0.01%	1665
2026 Q2	$624K	Sell	19,005 -579	-3%	-$18.5K	0.01%	1280
2026 Q1	$627K	Sell	19,584 -411	-2%	-$13.5K	0.01%	1105
2025 Q4	$646K	Sell	19,995 -675	-3%	-$22.1K	0.01%	1035
2025 Q3	$665K	Sell	20,670 -608	-3%	-$19K	0.01%	794
2025 Q2	$645K	Sell	21,278 -8,350	-28%	-$251K	0.01%	757
2025 Q1	$913K	Sell	29,628 -792	-3%	-$24.7K	0.02%	569
2024 Q4	$925K	Hold	30,420	–	–	0.02%	515
2024 Q3	$961K	Hold	30,420	–	–	0.03%	473
2024 Q2	$898K	Buy	+30,420	New	+$874K	0.03%	455

Other funds holding PWS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Concurrent Investment Advisors's PWS Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Pacer WealthShield ETF (PWS) stake by 31% in Q3 2026, selling an estimated $192K and leaving 13,152 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Concurrent Investment Advisors first reported a position in PWS in Q2 2024 and has held it in 10 quarters since. The position peaked at $961K in Q3 2024. 7 funds tracked by Wall St. Rank hold PWS as of Q3 2026.

Concurrent Investment Advisors held 13,152 shares of Pacer WealthShield ETF worth $424K as of Q3 2026.
Concurrent Investment Advisors sold 5,853 Pacer WealthShield ETF shares in Q3 2026, an estimated $192K.
Pacer WealthShield ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1665 holding.
Concurrent Investment Advisors first reported a position in Pacer WealthShield ETF in Q2 2024 and has held it in 10 quarters since.
Concurrent Investment Advisors's Pacer WealthShield ETF position peaked at $961K in Q3 2024.
7 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.