Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Truist Financial’s
Pacer WealthShield ETF
PWS
Stock Holding History
Truist Financial’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
2020
Q3
–
Sell
-9,250
Closed
-$216K
–
2531
2020
Q2
$216K
Buy
+9,250
New
+$217K
﹤0.01%
2146
2020
Q1
–
Sell
-14,790
Closed
-$355K
–
2547
2019
Q4
$355K
Buy
+14,790
New
+$344K
﹤0.01%
2060
Other funds holding PWS
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
SFSG
Sound Financial Strategies Group
Madison, Mississippi
$147M AUM
9.1%
1-Year Est. Return
WP
WealthShield Partners
Cary, North Carolina
$898M AUM
19.35%
1-Year Est. Return
VC
Veracity Capital
Atlanta, Georgia
$370M AUM
45.62%
1-Year Est. Return
EP
Eudaimonia Partners
Winchester, Tennessee
$420M AUM
27.21%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
FAIM
Financial Advocates Investment Management
Olympia, Washington
$178M AUM
21.03%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
GWM
Geneos Wealth Management
Englewood, Colorado
$4.31B AUM
18.36%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close