HGERS
PWS icon

Householder Group Estate & Retirement Specialist’s Pacer WealthShield ETF PWS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q1 		$1K Buy
+22
New +$618 ﹤0.01% 1173
2022
Q4 		– Sell
-79
Closed -$2K – 906
2022
Q3 		$2K Buy
+79
New +$2.42K ﹤0.01% 974

Other funds holding PWS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 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
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
IW
Imprint Wealth Mount Pleasant, South Carolina $21.9M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PWS Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Pacer WealthShield ETF (PWS) in Q1 2023: 22 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1173 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in PWS as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in PWS in Q3 2022 and has held it in 2 quarters since. The position peaked at $2K in Q3 2022. 17 funds tracked by Wall St. Rank hold PWS as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 22 shares of Pacer WealthShield ETF worth $1K as of Q1 2023.
  • Pacer WealthShield ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • Pacer WealthShield ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1173 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Pacer WealthShield ETF in Q3 2022 and has held it in 2 quarters since.
  • Householder Group Estate & Retirement Specialist's Pacer WealthShield ETF position peaked at $2K in Q3 2022.
  • 17 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.