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Advisor Group’s Pacer WealthShield ETF PWS Stock Holding History

Advisor 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
2019
Q4 		$136K Sell
5,664
-8,143
-59% -$190K ﹤0.01% 2702
2019
Q3 		$317K Sell
13,807
-19,890
-59% -$473K ﹤0.01% 1968
2019
Q2 		$817K Sell
33,697
-10,361
-24% -$253K 0.01% 1264
2019
Q1 		$1.07M Buy
44,058
+42,058
+2,103% +$1.01M 0.01% 1043
2018
Q4 		$48K Buy
+2,000
New +$49K ﹤0.01% 3214

Other funds holding PWS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Advisor Group's PWS Position: Q4 2019 in Review

Advisor Group reduced its Pacer WealthShield ETF (PWS) stake by 59% in Q4 2019, selling an estimated $190K and leaving 5,664 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

Advisor Group first reported a position in PWS in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.07M in Q1 2019. 20 funds tracked by Wall St. Rank hold PWS as of Q4 2019.

  • Advisor Group held 5,664 shares of Pacer WealthShield ETF worth $136K as of Q4 2019.
  • Advisor Group sold 8,143 Pacer WealthShield ETF shares in Q4 2019, an estimated $190K.
  • Pacer WealthShield ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2702 holding.
  • Advisor Group first reported a position in Pacer WealthShield ETF in Q4 2018 and has held it in 5 quarters since.
  • Advisor Group's Pacer WealthShield ETF position peaked at $1.07M in Q1 2019.
  • 20 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.