AWM
PSFD icon

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

AE 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
2025
Q1 		– Sell
-309
Closed -$10.2K – 2253
2024
Q4 		$10.2K Buy
+309
New +$10.1K ﹤0.01% 1840

Other funds holding PSFD

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

AE Wealth Management's PSFD Position: Q1 2025 in Review

AE Wealth Management sold out of Pacer Swan SOS Flex January ETF (PSFD) in Q1 2025, closing a stake of 309 shares — an estimated $10.2K sold.

AE Wealth Management first reported a position in PSFD in Q4 2024 and held it in 1 quarter. The position peaked at $10.2K in Q4 2024. 17 funds tracked by Wall St. Rank hold PSFD as of Q1 2025.

  • AE Wealth Management reported no remaining Pacer Swan SOS Flex January ETF position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 309 Pacer Swan SOS Flex January ETF shares in Q1 2025, an estimated $10.2K.
  • AE Wealth Management first reported a position in Pacer Swan SOS Flex January ETF in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's Pacer Swan SOS Flex January ETF position peaked at $10.2K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.