GFA
PWS icon

Gallagher Fiduciary Advisors’s Pacer WealthShield ETF PWS Stock Holding History

Gallagher Fiduciary 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
2025
Q3 		– Sell
-6,623
Closed -$201K – 337
2025
Q2 		$201K Hold
6,623
– – 0.01% 307
2025
Q1 		$204K Hold
6,623
– – 0.01% 287
2024
Q4 		$201K Hold
6,623
– – 0.04% 279
2024
Q3 		$209K Buy
+6,623
New +$203K 0.04% 252
2024
Q2 		– Sell
-11,815
Closed -$349K – 275
2024
Q1 		$349K Buy
11,815
+2
+0% +$57 0.01% 136
2023
Q4 		$319K Hold
11,813
– – 0.01% 135
2023
Q3 		$311K Buy
11,813
+2
+0% +$55 0.03% 126
2023
Q2 		$324K Buy
11,811
+1
+0% +$27 0.02% 150
2023
Q1 		$320K Buy
+11,810
New +$331K 0.03% 142

Other funds holding PWS

NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gallagher Fiduciary Advisors's PWS Position: Q3 2025 in Review

Gallagher Fiduciary Advisors sold out of Pacer WealthShield ETF (PWS) in Q3 2025, closing a stake of 6,623 shares — an estimated $201K sold.

Gallagher Fiduciary Advisors first reported a position in PWS in Q1 2023 and held it in 9 quarters. The position peaked at $349K in Q1 2024. 18 funds tracked by Wall St. Rank hold PWS as of Q3 2025.

  • Gallagher Fiduciary Advisors reported no remaining Pacer WealthShield ETF position as of Q3 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 6,623 Pacer WealthShield ETF shares in Q3 2025, an estimated $201K.
  • Gallagher Fiduciary Advisors first reported a position in Pacer WealthShield ETF in Q1 2023 and held it in 9 quarters.
  • Gallagher Fiduciary Advisors's Pacer WealthShield ETF position peaked at $349K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q3 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.