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Action Point Financial Planning’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Action Point Financial Planning’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 		$1.44M Buy
+41,922
New +$1.41M 0.15% 136

Other funds holding PSFF

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Action Point Financial Planning's PSFF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Pacer Swan SOS Fund of Funds ETF (PSFF) in Q2 2026: 41,922 shares worth $1.44M. The stake represents 0.15% of the portfolio and ranks #136 among its holdings.

93 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

  • Action Point Financial Planning held 41,922 shares of Pacer Swan SOS Fund of Funds ETF worth $1.44M as of Q2 2026.
  • Pacer Swan SOS Fund of Funds ETF was a new Action Point Financial Planning position in Q2 2026.
  • Pacer Swan SOS Fund of Funds ETF made up 0.15% of Action Point Financial Planning's portfolio in Q2 2026, its #136 holding.
  • 93 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.