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PFG Advisors’s Pacer WealthShield ETF PWS Stock Holding History

PFG 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
2023
Q1 		– Sell
-37,624
Closed -$1.08M – 644
2022
Q4 		$1.08M Buy
37,624
+27,462
+270% +$796K 0.11% 236
2022
Q3 		$294K Buy
+10,162
New +$311K 0.03% 416

Other funds holding PWS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
IW
Imprint Wealth Mount Pleasant, South Carolina $21.9M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

PFG Advisors's PWS Position: Q1 2023 in Review

PFG Advisors sold out of Pacer WealthShield ETF (PWS) in Q1 2023, closing a stake of 37,624 shares — an estimated $1.08M sold.

PFG Advisors first reported a position in PWS in Q3 2022 and held it in 2 quarters. The position peaked at $1.08M in Q4 2022. 17 funds tracked by Wall St. Rank hold PWS as of Q1 2023.

  • PFG Advisors reported no remaining Pacer WealthShield ETF position as of Q1 2023 after selling out during the quarter.
  • PFG Advisors sold 37,624 Pacer WealthShield ETF shares in Q1 2023, an estimated $1.08M.
  • PFG Advisors first reported a position in Pacer WealthShield ETF in Q3 2022 and held it in 2 quarters.
  • PFG Advisors's Pacer WealthShield ETF position peaked at $1.08M in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2023.

Based on PFG Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.