AWM
PSFD icon

Accurate Wealth Management’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

Accurate Wealth Management’s Portfolio PSFD Stock Details PSFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,200
Closed -$29.1K – 1113
2022
Q4 		$29.1K Buy
+1,200
New +$27.6K 0.01% 574

Other funds holding PSFD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return

Accurate Wealth Management's PSFD Position: Q1 2023 in Review

Accurate Wealth Management sold out of Pacer Swan SOS Flex January ETF (PSFD) in Q1 2023, closing a stake of 1,200 shares — an estimated $29.1K sold.

Accurate Wealth Management first reported a position in PSFD in Q4 2022 and held it in 1 quarter. The position peaked at $29.1K in Q4 2022. 14 funds tracked by Wall St. Rank hold PSFD as of Q1 2023.

  • Accurate Wealth Management reported no remaining Pacer Swan SOS Flex January ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,200 Pacer Swan SOS Flex January ETF shares in Q1 2023, an estimated $29.1K.
  • Accurate Wealth Management first reported a position in Pacer Swan SOS Flex January ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Pacer Swan SOS Flex January ETF position peaked at $29.1K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.