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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
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

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

WFA of San Diego's PWS Position: Q1 2026 in Review

WFA of San Diego held its Pacer WealthShield ETF (PWS) position steady in Q1 2026 at 79 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

WFA of San Diego first reported a position in PWS in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.57K in Q3 2024. 13 funds tracked by Wall St. Rank hold PWS as of Q1 2026.

  • WFA of San Diego held 79 shares of Pacer WealthShield ETF worth $2.53K as of Q1 2026.
  • WFA of San Diego left its Pacer WealthShield ETF share count unchanged in Q1 2026.
  • Pacer WealthShield ETF made up ﹤0.01% of WFA of San Diego's portfolio in Q1 2026, its #350 holding.
  • WFA of San Diego first reported a position in Pacer WealthShield ETF in Q2 2024 and has held it in 6 quarters since.
  • WFA of San Diego's Pacer WealthShield ETF position peaked at $3.57K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.