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Financial Advocates Investment Management’s Pacer WealthShield ETF PWS Stock Holding History

Financial Advocates Investment 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
2021
Q1 		– Sell
-11,941
Closed -$348K – 788
2020
Q4 		$348K Sell
11,941
-8,650
-42% -$237K 0.02% 528
2020
Q3 		$524K Sell
20,591
-860
-4% -$21.5K 0.04% 372
2020
Q2 		$501K Hold
21,451
– – 0.05% 358
2020
Q1 		$506K Buy
21,451
+3,771
+21% +$89.5K 0.07% 272
2019
Q4 		$425K Sell
17,680
-3,304
-16% -$76.9K 0.05% 346
2019
Q3 		$482K Sell
20,984
-4,479
-18% -$106K 0.06% 293
2019
Q2 		$617K Sell
25,463
-7,226
-22% -$176K 0.07% 253
2019
Q1 		$792K Sell
32,689
-3,400
-9% -$81.9K 0.1% 204
2018
Q4 		$871K Sell
36,089
-12,764
-26% -$313K 0.12% 187
2018
Q3 		$1.31M Sell
48,853
-1,610
-3% -$42.6K 0.15% 154
2018
Q2 		$1.33M Buy
50,463
+36,810
+270% +$946K 0.16% 140
2018
Q1 		$342K Buy
+13,653
New +$355K 0.04% 339

Other funds holding PWS

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Advocates Investment Management's PWS Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of Pacer WealthShield ETF (PWS) in Q1 2021, closing a stake of 11,941 shares — an estimated $348K sold.

Financial Advocates Investment Management first reported a position in PWS in Q1 2018 and held it in 12 quarters. The position peaked at $1.33M in Q2 2018. 16 funds tracked by Wall St. Rank hold PWS as of Q1 2021.

  • Financial Advocates Investment Management reported no remaining Pacer WealthShield ETF position as of Q1 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,941 Pacer WealthShield ETF shares in Q1 2021, an estimated $348K.
  • Financial Advocates Investment Management first reported a position in Pacer WealthShield ETF in Q1 2018 and held it in 12 quarters.
  • Financial Advocates Investment Management's Pacer WealthShield ETF position peaked at $1.33M in Q2 2018.
  • 16 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.