Next Financial Group’s Pacer WealthShield ETF PWS Stock Holding History

Next Financial 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
2021 Q4	$10K	Buy	+297	New	+$10K	﹤0.01%	2192

Other funds holding PWS

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

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

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFSG

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Next Financial Group's PWS Position: Q4 2021 in Review

Next Financial Group opened a new position in Pacer WealthShield ETF (PWS) in Q4 2021: 297 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #2192 among its holdings.

18 funds tracked by Wall St. Rank hold PWS as of Q4 2021.

Next Financial Group held 297 shares of Pacer WealthShield ETF worth $10K as of Q4 2021.
Pacer WealthShield ETF was a new Next Financial Group position in Q4 2021.
Pacer WealthShield ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2192 holding.
18 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.