WS
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Wedbush Securities’s Pacer WealthShield ETF PWS Stock Holding History

Wedbush Securities’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
Q1 		– Sell
-60,126
Closed -$1.45M – 980
2019
Q4 		$1.45M Buy
60,126
+3,527
+6% +$82.1K 0.13% 179
2019
Q3 		$1.3M Buy
56,599
+8,378
+17% +$199K 0.13% 187
2019
Q2 		$1.17M Buy
+48,221
New +$1.18M 0.12% 206

Other funds holding PWS

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 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
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wedbush Securities's PWS Position: Q1 2020 in Review

Wedbush Securities sold out of Pacer WealthShield ETF (PWS) in Q1 2020, closing a stake of 60,126 shares — an estimated $1.45M sold.

Wedbush Securities first reported a position in PWS in Q2 2019 and held it in 3 quarters. The position peaked at $1.45M in Q4 2019. 14 funds tracked by Wall St. Rank hold PWS as of Q1 2020.

  • Wedbush Securities reported no remaining Pacer WealthShield ETF position as of Q1 2020 after selling out during the quarter.
  • Wedbush Securities sold 60,126 Pacer WealthShield ETF shares in Q1 2020, an estimated $1.45M.
  • Wedbush Securities first reported a position in Pacer WealthShield ETF in Q2 2019 and held it in 3 quarters.
  • Wedbush Securities's Pacer WealthShield ETF position peaked at $1.45M in Q4 2019.
  • 14 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2020.

Based on Wedbush Securities's 13F filing for Q1 2020, filed 17 Apr 2020.