Ladenburg Thalmann Financial Services’s Pacer WealthShield ETF PWS Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$931K	Sell	38,750 -30,294	-44%	-$706K	0.01%	1334
2019 Q3	$1.58M	Sell	69,044 -4,207	-6%	-$99.9K	0.01%	935
2019 Q2	$1.78M	Buy	73,251 +5,404	+8%	+$132K	0.01%	858
2019 Q1	$1.65M	Buy	67,847 +8,044	+13%	+$194K	0.01%	874
2018 Q4	$1.44M	Buy	59,803 +9,436	+19%	+$231K	0.01%	838
2018 Q3	$1.35M	Buy	+50,367	New	+$1.33M	0.01%	931

Other funds holding PWS

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

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

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return