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IFP Advisors’s Pacer WealthShield ETF PWS Stock Holding History

IFP 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
2019
Q1 		– Sell
-3,465
Closed -$84K – 3173
2018
Q4 		$84K Sell
3,465
-5,058
-59% -$124K 0.01% 1295
2018
Q3 		$228K Buy
+8,523
New +$225K 0.01% 1008

Other funds holding PWS

WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFP Advisors's PWS Position: Q1 2019 in Review

IFP Advisors sold out of Pacer WealthShield ETF (PWS) in Q1 2019, closing a stake of 3,465 shares — an estimated $84K sold.

IFP Advisors first reported a position in PWS in Q3 2018 and held it in 2 quarters. The position peaked at $228K in Q3 2018. 19 funds tracked by Wall St. Rank hold PWS as of Q1 2019.

  • IFP Advisors reported no remaining Pacer WealthShield ETF position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 3,465 Pacer WealthShield ETF shares in Q1 2019, an estimated $84K.
  • IFP Advisors first reported a position in Pacer WealthShield ETF in Q3 2018 and held it in 2 quarters.
  • IFP Advisors's Pacer WealthShield ETF position peaked at $228K in Q3 2018.
  • 19 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.