First Allied Advisory Services
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First Allied Advisory Services’s Pacer WealthShield ETF PWS Stock Holding History

First Allied Advisory Services’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
2019
Q4 		– Sell
-6,122
Closed -$139K – 1502
2019
Q3 		$139K Sell
6,122
-12,493
-67% -$297K ﹤0.01% 1169
2019
Q2 		$451K Buy
+18,615
New +$455K 0.02% 716

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First Allied Advisory Services's PWS Position: Q4 2019 in Review

First Allied Advisory Services sold out of Pacer WealthShield ETF (PWS) in Q4 2019, closing a stake of 6,122 shares — an estimated $139K sold.

First Allied Advisory Services first reported a position in PWS in Q2 2019 and held it in 2 quarters. The position peaked at $451K in Q2 2019. 20 funds tracked by Wall St. Rank hold PWS as of Q4 2019.

  • First Allied Advisory Services reported no remaining Pacer WealthShield ETF position as of Q4 2019 after selling out during the quarter.
  • First Allied Advisory Services sold 6,122 Pacer WealthShield ETF shares in Q4 2019, an estimated $139K.
  • First Allied Advisory Services first reported a position in Pacer WealthShield ETF in Q2 2019 and held it in 2 quarters.
  • First Allied Advisory Services's Pacer WealthShield ETF position peaked at $451K in Q2 2019.
  • 20 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.