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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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VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

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.