Raymond James Financial
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Raymond James Financial’s Pacer WealthShield ETF PWS Stock Holding History

Raymond James Financial’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
-3,857
Closed -$117K – 6317
2025
Q2 		$117K Buy
+3,857
New +$116K ﹤0.01% 4797

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

Raymond James Financial's PWS Position: Q3 2025 in Review

Raymond James Financial sold out of Pacer WealthShield ETF (PWS) in Q3 2025, closing a stake of 3,857 shares — an estimated $117K sold.

Raymond James Financial first reported a position in PWS in Q2 2025 and held it in 1 quarter. The position peaked at $117K in Q2 2025. 18 funds tracked by Wall St. Rank hold PWS as of Q3 2025.

  • Raymond James Financial reported no remaining Pacer WealthShield ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 3,857 Pacer WealthShield ETF shares in Q3 2025, an estimated $117K.
  • Raymond James Financial first reported a position in Pacer WealthShield ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Pacer WealthShield ETF position peaked at $117K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.