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WFA of San Diego’s Pacer WealthShield ETF PWS Stock Holding History

WFA of San Diego’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
-79
Closed -$2.53K – 311
2026
Q1 		$2.53K Hold
79
– – ﹤0.01% 350
2025
Q4 		$2.55K Hold
79
– – ﹤0.01% 360
2025
Q3 		$2.54K Sell
79
-34
-30% -$1.06K ﹤0.01% 377
2025
Q2 		$3.43K Buy
+113
New +$3.4K ﹤0.01% 375
2024
Q3 		$3.57K Hold
113
– – ﹤0.01% 332
2024
Q2 		$3.34K Buy
+113
New +$3.25K ﹤0.01% 337

Other funds holding PWS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 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

WFA of San Diego's PWS Position: Q2 2026 in Review

WFA of San Diego sold out of Pacer WealthShield ETF (PWS) in Q2 2026, closing a stake of 79 shares — an estimated $2.53K sold.

WFA of San Diego first reported a position in PWS in Q2 2024 and held it in 6 quarters. The position peaked at $3.57K in Q3 2024. 10 funds tracked by Wall St. Rank hold PWS as of Q2 2026.

  • WFA of San Diego reported no remaining Pacer WealthShield ETF position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 79 Pacer WealthShield ETF shares in Q2 2026, an estimated $2.53K.
  • WFA of San Diego first reported a position in Pacer WealthShield ETF in Q2 2024 and held it in 6 quarters.
  • WFA of San Diego's Pacer WealthShield ETF position peaked at $3.57K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.