VisionPoint Advisory Group’s Pacer WealthShield ETF PWS Stock Holding History

VisionPoint Advisory 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
2019 Q2	–	Sell	-9,599	Closed	-$233K	–	140
2019 Q1	$233K	Buy	9,599 +524	+6%	+$12.6K	0.07%	119
2018 Q4	$219K	Buy	+9,075	New	+$222K	0.07%	97

Other funds holding PWS

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

Bank of America

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

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

Envestnet Asset Management

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

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

VisionPoint Advisory Group's PWS Position: Q2 2019 in Review

VisionPoint Advisory Group sold out of Pacer WealthShield ETF (PWS) in Q2 2019, closing a stake of 9,599 shares — an estimated $233K sold.

VisionPoint Advisory Group first reported a position in PWS in Q4 2018 and held it in 2 quarters. The position peaked at $233K in Q1 2019. 20 funds tracked by Wall St. Rank hold PWS as of Q2 2019.

VisionPoint Advisory Group reported no remaining Pacer WealthShield ETF position as of Q2 2019 after selling out during the quarter.
VisionPoint Advisory Group sold 9,599 Pacer WealthShield ETF shares in Q2 2019, an estimated $233K.
VisionPoint Advisory Group first reported a position in Pacer WealthShield ETF in Q4 2018 and held it in 2 quarters.
VisionPoint Advisory Group's Pacer WealthShield ETF position peaked at $233K in Q1 2019.
20 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q2 2019.

Based on VisionPoint Advisory Group's 13F filing for Q2 2019, filed 14 Aug 2019.