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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
Q2 		– Sell
-5,106
Closed -$163K – 1397
2026
Q1 		$163K Buy
+5,106
New +$168K 0.01% 654

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MG
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CIA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Equity Partners's PWS Position: Q2 2026 in Review

Golden State Equity Partners sold out of Pacer WealthShield ETF (PWS) in Q2 2026, closing a stake of 5,106 shares — an estimated $163K sold.

Golden State Equity Partners first reported a position in PWS in Q1 2026 and held it in 1 quarter. The position peaked at $163K in Q1 2026. 10 funds tracked by Wall St. Rank hold PWS as of Q2 2026.

  • Golden State Equity Partners reported no remaining Pacer WealthShield ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 5,106 Pacer WealthShield ETF shares in Q2 2026, an estimated $163K.
  • Golden State Equity Partners first reported a position in Pacer WealthShield ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Pacer WealthShield ETF position peaked at $163K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.