Purchases and Sales Made in Q4 2025 in Pacer Fds Tr Wealthshield ETF (PWS)
This table provides information about the institutional ownership of Pacer Fds Tr Wealthshield ETF (PWS) during Q4 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR WEALTHSHIELD ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
3+ 50.0% |
$95.6 - $101
|
9
$295
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-321- 0.74% |
$10.2K - $10.8K
|
43K
$1.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-466- 1.31% |
$14.8K - $15.7K
|
35.2K
$1.15M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-675- 3.27% |
$21.5K - $22.7K
|
20K
$655K
|