Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / WEALTHSHIELD
-
Total 13F shares
-
519,595
-
Share change
-
+44,206
-
Total reported value
-
$16,727,901
-
Price per share
-
$32.18
-
Number of holders
-
17
-
Value change
-
+$1,441,129
-
Number of buys
-
6
-
Number of sells
-
10
Institutional Holders of PACER FDS TR - WEALTHSHIELD (PWS) as of Q3 2025
As of 30 Sep 2025,
PACER FDS TR - WEALTHSHIELD (PWS) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
519,595 shares.
The largest 10 holders included
NAPA WEALTH MANAGEMENT, LPL Financial LLC, ORG Partners LLC, ORG Wealth Partners, LLC, Concurrent Investment Advisors, LLC, Atria Investments, Inc, ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, SUSQUEHANNA INTERNATIONAL GROUP, LLP, and ROYAL BANK OF CANADA.
This page lists
17
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.