UBS Group
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UBS Group’s Pacer WealthShield ETF PWS Stock Holding History

UBS Group’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 		– Sell
-9
Closed -$291 – 11030
2025
Q4 		$291 Buy
9
+3
+50% +$98 ﹤0.01% 10056
2025
Q3 		$193 Sell
6
-47
-89% -$1.47K ﹤0.01% 9825
2025
Q2 		$1.61K Buy
+53
New +$1.59K ﹤0.01% 9591
2025
Q1 		– Sell
-109
Closed -$3.31K – 10619
2024
Q4 		$3.31K Buy
109
+89
+445% +$2.75K ﹤0.01% 8896
2024
Q3 		$632 Sell
20
-2,196
-99% -$67.5K ﹤0.01% 8863
2024
Q2 		$65.5K Buy
2,216
+1,933
+683% +$55.5K ﹤0.01% 6476
2024
Q1 		$8.35K Buy
283
+20
+8% +$566 ﹤0.01% 7335
2023
Q4 		$7.11K Buy
263
+260
+8,667% +$6.83K ﹤0.01% 7646
2023
Q3 		$79 Sell
3
-948
-100% -$26K ﹤0.01% 8935
2023
Q2 		$26.1K Sell
951
-638
-40% -$17.1K ﹤0.01% 6765
2023
Q1 		$43K Sell
1,589
-3,642
-70% -$102K ﹤0.01% 6568
2022
Q4 		$150K Sell
5,231
-399
-7% -$11.6K ﹤0.01% 5726
2022
Q3 		$163K Buy
5,630
+4,586
+439% +$140K ﹤0.01% 5265
2022
Q2 		$32K Buy
1,044
+947
+976% +$29.1K ﹤0.01% 6328
2022
Q1 		$3K Buy
97
+50
+106% +$1.55K ﹤0.01% 9472
2021
Q4 		$2K Sell
47
-2,669
-98% -$89.9K ﹤0.01% 9821
2021
Q3 		$87K Buy
2,716
+585
+27% +$18.9K ﹤0.01% 5922
2021
Q2 		$69K Buy
+2,131
New +$69K ﹤0.01% 6153
2020
Q2 		– Sell
-661
Closed -$16K – 8269
2020
Q1 		$16K Sell
661
-4,592
-87% -$109K ﹤0.01% 6641
2019
Q4 		$126K Buy
+5,253
New +$122K ﹤0.01% 5884
2019
Q3 		– Sell
-6,217
Closed -$151K – 8203
2019
Q2 		$151K Buy
6,217
+2,566
+70% +$62.7K ﹤0.01% 5103
2019
Q1 		$89K Buy
+3,651
New +$87.9K ﹤0.01% 5153
2018
Q3 		– Sell
-63
Closed -$2K – 8203
2018
Q2 		$2K Buy
+63
New +$1.62K ﹤0.01% 7735

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
OWP
ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 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

UBS Group's PWS Position: Q1 2026 in Review

UBS Group sold out of Pacer WealthShield ETF (PWS) in Q1 2026, closing a stake of 9 shares — an estimated $291 sold.

UBS Group first reported a position in PWS in Q2 2018 and held it in 23 quarters. The position peaked at $163K in Q3 2022. 13 funds tracked by Wall St. Rank hold PWS as of Q1 2026.

  • UBS Group reported no remaining Pacer WealthShield ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 9 Pacer WealthShield ETF shares in Q1 2026, an estimated $291.
  • UBS Group first reported a position in Pacer WealthShield ETF in Q2 2018 and held it in 23 quarters.
  • UBS Group's Pacer WealthShield ETF position peaked at $163K in Q3 2022.
  • 13 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.