Golden State Equity Partners’s Pacer WealthShield ETF PWS Stock Holding History

Golden State Equity Partners’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	$163K	Buy	+5,106	New	+$168K	0.01%	654

Other funds holding PWS

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Golden State Equity Partners's PWS Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Pacer WealthShield ETF (PWS) in Q1 2026: 5,106 shares worth $163K. The stake represents 0.01% of the portfolio and ranks #654 among its holdings.

13 funds tracked by Wall St. Rank hold PWS as of Q1 2026.

Golden State Equity Partners held 5,106 shares of Pacer WealthShield ETF worth $163K as of Q1 2026.
Pacer WealthShield ETF was a new Golden State Equity Partners position in Q1 2026.
Pacer WealthShield ETF made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #654 holding.
13 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.