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	–	1566
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return

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

SFSG

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PWS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Pacer WealthShield ETF (PWS) in Q3 2022, closing a stake of 150 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in PWS in Q1 2018 and held it in 18 quarters. The position peaked at $5K in Q2 2022. 17 funds tracked by Wall St. Rank hold PWS as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Pacer WealthShield ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 150 Pacer WealthShield ETF shares in Q3 2022, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in Pacer WealthShield ETF in Q1 2018 and held it in 18 quarters.
Patriot Financial Group Insurance Agency's Pacer WealthShield ETF position peaked at $5K in Q2 2022.
17 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.