Gallagher Benefit Services’s Pacer WealthShield ETF PWS Stock Holding History

Gallagher Benefit 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
2022 Q4	$358K	Buy	+12,504	New	+$363K	0.08%	125

Other funds holding PWS

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

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

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

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

SFSG

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Gallagher Benefit Services's PWS Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in Pacer WealthShield ETF (PWS) in Q4 2022: 12,504 shares worth $358K. The stake represents 0.08% of the portfolio and ranks #125 among its holdings.

20 funds tracked by Wall St. Rank hold PWS as of Q4 2022.

Gallagher Benefit Services held 12,504 shares of Pacer WealthShield ETF worth $358K as of Q4 2022.
Pacer WealthShield ETF was a new Gallagher Benefit Services position in Q4 2022.
Pacer WealthShield ETF made up 0.08% of Gallagher Benefit Services's portfolio in Q4 2022, its #125 holding.
20 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.