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Belpointe Asset Management’s Pacer WealthShield ETF PWS Stock Holding History

Belpointe Asset Management’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
2023
Q1 		– Sell
-3,106
Closed -$89K – 3826
2022
Q4 		$89K Buy
+3,106
New +$90.1K 0.01% 1299

Other funds holding PWS

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OP
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WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
IW
Imprint Wealth Mount Pleasant, South Carolina $21.9M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Belpointe Asset Management's PWS Position: Q1 2023 in Review

Belpointe Asset Management sold out of Pacer WealthShield ETF (PWS) in Q1 2023, closing a stake of 3,106 shares — an estimated $89K sold.

Belpointe Asset Management first reported a position in PWS in Q4 2022 and held it in 1 quarter. The position peaked at $89K in Q4 2022. 17 funds tracked by Wall St. Rank hold PWS as of Q1 2023.

  • Belpointe Asset Management reported no remaining Pacer WealthShield ETF position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,106 Pacer WealthShield ETF shares in Q1 2023, an estimated $89K.
  • Belpointe Asset Management first reported a position in Pacer WealthShield ETF in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's Pacer WealthShield ETF position peaked at $89K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.