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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
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

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

ORG Wealth Partners's PWS Position: Q1 2026 in Review

ORG Wealth Partners increased its Pacer WealthShield ETF (PWS) stake by 91% in Q1 2026, buying an estimated $1.05M and bringing the position to 67,215 shares worth $2.15M. The position accounts for 0.42% of the portfolio, ranked #35.

ORG Wealth Partners first reported a position in PWS in Q3 2024 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold PWS as of Q1 2026.

  • ORG Wealth Partners held 67,215 shares of Pacer WealthShield ETF worth $2.15M as of Q1 2026.
  • ORG Wealth Partners bought 32,014 Pacer WealthShield ETF shares in Q1 2026, an estimated $1.05M.
  • Pacer WealthShield ETF made up 0.42% of ORG Wealth Partners's portfolio in Q1 2026, its #35 holding.
  • ORG Wealth Partners first reported a position in Pacer WealthShield ETF in Q3 2024 and has held it in 7 quarters since.
  • 13 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.