Allworth Financial’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

Allworth Financial’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
2026 Q3	$98.1K	Buy	+2,462	New	+$100K	﹤0.01%	2045

Other funds holding PSFD

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Financial Network Wealth Advisors Murray, Utah $101M AUM 11.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Synergy Asset Management Vancouver, Washington $1.09B AUM 33.1% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Allworth Financial's PSFD Position: Q3 2026 in Review

Allworth Financial opened a new position in Pacer Swan SOS Flex January ETF (PSFD) in Q3 2026: 2,462 shares worth $98.1K. The stake represents ﹤0.01% of the portfolio and ranks #2045 among its holdings.

9 funds tracked by Wall St. Rank hold PSFD as of Q3 2026.

Allworth Financial held 2,462 shares of Pacer Swan SOS Flex January ETF worth $98.1K as of Q3 2026.
Pacer Swan SOS Flex January ETF was a new Allworth Financial position in Q3 2026.
Pacer Swan SOS Flex January ETF made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #2045 holding.
9 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.