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
2021 Q2	$410K	Buy	+12,639	New	+$409K	0.18%	112

Other funds holding PWS

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return

Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Castleview Partners's PWS Position: Q2 2021 in Review

Castleview Partners opened a new position in Pacer WealthShield ETF (PWS) in Q2 2021: 12,639 shares worth $410K. The stake represents 0.18% of the portfolio and ranks #112 among its holdings.

19 funds tracked by Wall St. Rank hold PWS as of Q2 2021.

Castleview Partners held 12,639 shares of Pacer WealthShield ETF worth $410K as of Q2 2021.
Pacer WealthShield ETF was a new Castleview Partners position in Q2 2021.
Pacer WealthShield ETF made up 0.18% of Castleview Partners's portfolio in Q2 2021, its #112 holding.
19 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.