CP
PWS icon

Castleview Partners’s Pacer WealthShield ETF PWS Stock Holding History

Castleview Partners’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
2022
Q1 		– Sell
-383,592
Closed -$11.6K – 953
2021
Q4 		$11.6K Buy
+383,592
New +$12.9M 0.09% 85
2021
Q2 		$410K Buy
+12,639
New +$409K 0.18% 112

Other funds holding PWS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Castleview Partners's PWS Position: Q1 2022 in Review

Castleview Partners sold out of Pacer WealthShield ETF (PWS) in Q1 2022, closing a stake of 383,592 shares — an estimated $11.6K sold.

Castleview Partners first reported a position in PWS in Q2 2021 and held it in 2 quarters. The position peaked at $410K in Q2 2021. 17 funds tracked by Wall St. Rank hold PWS as of Q1 2022.

  • Castleview Partners reported no remaining Pacer WealthShield ETF position as of Q1 2022 after selling out during the quarter.
  • Castleview Partners sold 383,592 Pacer WealthShield ETF shares in Q1 2022, an estimated $11.6K.
  • Castleview Partners first reported a position in Pacer WealthShield ETF in Q2 2021 and held it in 2 quarters.
  • Castleview Partners's Pacer WealthShield ETF position peaked at $410K in Q2 2021.
  • 17 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.