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ORG Wealth Partners’s Pacer WealthShield ETF PWS Stock Holding History

ORG Wealth 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 		$2.26M Buy
68,805
+1,590
+2% +$50.9K 0.34% 39
2026
Q1 		$2.15M Buy
67,215
+32,014
+91% +$1.05M 0.42% 35
2025
Q4 		$1.14M Sell
35,201
-466
-1% -$15.3K 0.27% 62
2025
Q3 		$1.15M Buy
35,667
+13,472
+61% +$420K 0.24% 63
2025
Q2 		$672K Buy
22,195
+1,612
+8% +$48.5K 0.16% 88
2025
Q1 		$632K Buy
20,583
+781
+4% +$24.4K 0.19% 94
2024
Q4 		$602K Sell
19,802
-883
-4% -$27.2K 0.19% 53
2024
Q3 		$654K Buy
+20,685
New +$635K 0.22% 51

Other funds holding PWS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ORG Wealth Partners's PWS Position: Q2 2026 in Review

ORG Wealth Partners increased its Pacer WealthShield ETF (PWS) stake by 2.4% in Q2 2026, buying an estimated $50.9K and bringing the position to 68,805 shares worth $2.26M. The position accounts for 0.34% of the portfolio, ranked #39.

ORG Wealth Partners first reported a position in PWS in Q3 2024 and has held it in 8 quarters since. 10 funds tracked by Wall St. Rank hold PWS as of Q2 2026.

  • ORG Wealth Partners held 68,805 shares of Pacer WealthShield ETF worth $2.26M as of Q2 2026.
  • ORG Wealth Partners bought 1,590 Pacer WealthShield ETF shares in Q2 2026, an estimated $50.9K.
  • Pacer WealthShield ETF made up 0.34% of ORG Wealth Partners's portfolio in Q2 2026, its #39 holding.
  • ORG Wealth Partners first reported a position in Pacer WealthShield ETF in Q3 2024 and has held it in 8 quarters since.
  • 10 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.