AWM
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Accurate Wealth Management’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Accurate Wealth Management’s Portfolio PSFF Stock Details PSFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$211K Hold
6,132
– – 0.02% 546
2026
Q1 		$201K Buy
+6,132
New +$198K 0.02% 524

Other funds holding PSFF

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Accurate Wealth Management's PSFF Position: Q2 2026 in Review

Accurate Wealth Management held its Pacer Swan SOS Fund of Funds ETF (PSFF) position steady in Q2 2026 at 6,132 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #546.

Accurate Wealth Management first reported a position in PSFF in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

  • Accurate Wealth Management held 6,132 shares of Pacer Swan SOS Fund of Funds ETF worth $211K as of Q2 2026.
  • Accurate Wealth Management left its Pacer Swan SOS Fund of Funds ETF share count unchanged in Q2 2026.
  • Pacer Swan SOS Fund of Funds ETF made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #546 holding.
  • Accurate Wealth Management first reported a position in Pacer Swan SOS Fund of Funds ETF in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.