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EverSource Wealth Advisors’s Pacer WealthShield ETF PWS Stock Holding History

EverSource Wealth Advisors’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
Q3 		– Sell
-160
Closed -$4.39K – 2627
2023
Q2 		$4.39K Hold
160
– – ﹤0.01% 1784
2023
Q1 		$4.33K Hold
160
– – ﹤0.01% 1692
2022
Q4 		$4.58K Buy
+160
New +$4.64K ﹤0.01% 1644

Other funds holding PWS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
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

EverSource Wealth Advisors's PWS Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Pacer WealthShield ETF (PWS) in Q3 2023, closing a stake of 160 shares — an estimated $4.39K sold.

EverSource Wealth Advisors first reported a position in PWS in Q4 2022 and held it in 3 quarters. The position peaked at $4.58K in Q4 2022. 16 funds tracked by Wall St. Rank hold PWS as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Pacer WealthShield ETF position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 160 Pacer WealthShield ETF shares in Q3 2023, an estimated $4.39K.
  • EverSource Wealth Advisors first reported a position in Pacer WealthShield ETF in Q4 2022 and held it in 3 quarters.
  • EverSource Wealth Advisors's Pacer WealthShield ETF position peaked at $4.58K in Q4 2022.
  • 16 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.