Great Valley Advisor Group’s Pacer WealthShield ETF PWS Stock Holding History

Great Valley Advisor Group’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
2024 Q1	–	Sell	-9,137	Closed	-$247K	–	770
2023 Q4	$247K	Sell	9,137 -1,390	-13%	-$36.5K	0.01%	623
2023 Q3	$277K	Hold	10,527	–	–	0.01%	561
2023 Q2	$289K	Hold	10,527	–	–	0.01%	565
2023 Q1	$285K	Sell	10,527 -1,000	-9%	-$28.1K	0.01%	556
2022 Q4	$330K	Sell	11,527 -350	-3%	-$10.1K	0.02%	519
2022 Q3	$344K	Buy	+11,877	New	+$364K	0.02%	504

Other funds holding PWS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Imprint Wealth Mount Pleasant, South Carolina $24.6M AUM 43.43% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Great Valley Advisor Group's PWS Position: Q1 2024 in Review

Great Valley Advisor Group sold out of Pacer WealthShield ETF (PWS) in Q1 2024, closing a stake of 9,137 shares — an estimated $247K sold.

Great Valley Advisor Group first reported a position in PWS in Q3 2022 and held it in 6 quarters. The position peaked at $344K in Q3 2022. 15 funds tracked by Wall St. Rank hold PWS as of Q1 2024.

Great Valley Advisor Group reported no remaining Pacer WealthShield ETF position as of Q1 2024 after selling out during the quarter.
Great Valley Advisor Group sold 9,137 Pacer WealthShield ETF shares in Q1 2024, an estimated $247K.
Great Valley Advisor Group first reported a position in Pacer WealthShield ETF in Q3 2022 and held it in 6 quarters.
Great Valley Advisor Group's Pacer WealthShield ETF position peaked at $344K in Q3 2022.
15 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2024.

Based on Great Valley Advisor Group's 13F filing for Q1 2024, filed 6 May 2024.