Patriot Financial Group Insurance Agency’s Pacer WealthShield ETF PWS Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-150	Closed	-$5K	–	1569
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	1496
2022 Q1	$5K	Hold	150	–	–	﹤0.01%	1629
2021 Q4	$5K	Hold	150	–	–	﹤0.01%	1720
2021 Q3	$5K	Hold	150	–	–	﹤0.01%	1704
2021 Q2	$5K	Hold	150	–	–	﹤0.01%	1663
2021 Q1	$5K	Hold	150	–	–	﹤0.01%	1566
2020 Q4	$4K	Hold	150	–	–	﹤0.01%	1497
2020 Q3	$4K	Hold	150	–	–	﹤0.01%	1310
2020 Q2	$4K	Hold	150	–	–	﹤0.01%	1256
2020 Q1	$4K	Hold	150	–	–	﹤0.01%	1149
2019 Q4	$4K	Hold	150	–	–	﹤0.01%	1017
2019 Q3	$3K	Hold	150	–	–	﹤0.01%	1036
2019 Q2	$4K	Hold	150	–	–	﹤0.01%	999
2019 Q1	$4K	Hold	150	–	–	﹤0.01%	903
2018 Q4	$4K	Hold	150	–	–	﹤0.01%	769
2018 Q3	$4K	Hold	150	–	–	﹤0.01%	789
2018 Q2	$4K	Hold	150	–	–	﹤0.01%	507
2018 Q1	$4K	Buy	+150	New	+$3.9K	﹤0.01%	786

Other funds holding PWS

Envestnet Asset Management

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

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

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

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

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

Bank of America

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

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

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return