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Allen Mooney & Barnes Investment Advisors’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Allen Mooney & Barnes Investment Advisors’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
2024
Q2 		– Sell
-8,807
Closed -$237K – 160
2024
Q1 		$237K Buy
+8,807
New +$233K 0.05% 148

Other funds holding PSFF

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's PSFF Position: Q2 2024 in Review

Allen Mooney & Barnes Investment Advisors sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q2 2024, closing a stake of 8,807 shares — an estimated $237K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in PSFF in Q1 2024 and held it in 1 quarter. The position peaked at $237K in Q1 2024. 61 funds tracked by Wall St. Rank hold PSFF as of Q2 2024.

  • Allen Mooney & Barnes Investment Advisors reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q2 2024 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 8,807 Pacer Swan SOS Fund of Funds ETF shares in Q2 2024, an estimated $237K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Pacer Swan SOS Fund of Funds ETF in Q1 2024 and held it in 1 quarter.
  • Allen Mooney & Barnes Investment Advisors's Pacer Swan SOS Fund of Funds ETF position peaked at $237K in Q1 2024.
  • 61 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2024.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.