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Good Life Advisors’s Pacer WealthShield ETF PWS Stock Holding History

Good Life 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
2020
Q1 		– Sell
-26,424
Closed -$633K – 262
2019
Q4 		$633K Sell
26,424
-803
-3% -$18.7K 0.18% 102
2019
Q3 		$620K Sell
27,227
-532
-2% -$12.6K 0.19% 97
2019
Q2 		$674K Sell
27,759
-1,455
-5% -$35.5K 0.19% 90
2019
Q1 		$706K Buy
29,214
+776
+3% +$18.7K 0.21% 86
2018
Q4 		$686K Buy
28,438
+3,609
+15% +$88.4K 0.22% 86
2018
Q3 		$666K Buy
24,829
+3,715
+18% +$98.3K 0.19% 93
2018
Q2 		$554K Buy
+21,114
New +$543K 0.18% 101

Other funds holding PWS

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 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
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Good Life Advisors's PWS Position: Q1 2020 in Review

Good Life Advisors sold out of Pacer WealthShield ETF (PWS) in Q1 2020, closing a stake of 26,424 shares — an estimated $633K sold.

Good Life Advisors first reported a position in PWS in Q2 2018 and held it in 7 quarters. The position peaked at $706K in Q1 2019. 14 funds tracked by Wall St. Rank hold PWS as of Q1 2020.

  • Good Life Advisors reported no remaining Pacer WealthShield ETF position as of Q1 2020 after selling out during the quarter.
  • Good Life Advisors sold 26,424 Pacer WealthShield ETF shares in Q1 2020, an estimated $633K.
  • Good Life Advisors first reported a position in Pacer WealthShield ETF in Q2 2018 and held it in 7 quarters.
  • Good Life Advisors's Pacer WealthShield ETF position peaked at $706K in Q1 2019.
  • 14 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2020.

Based on Good Life Advisors's 13F filing for Q1 2020, filed 1 May 2020.