AF
PSFF icon

Allworth Financial’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Allworth Financial’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
Q1 		$59.1M Buy
1,844,109
+46,422
+3% +$1.5M 0.24% 61
2025
Q4 		$58.1M Buy
1,797,687
+58,145
+3% +$1.85M 0.24% 63
2025
Q3 		$55M Buy
1,739,542
+71,609
+4% +$2.22M 0.24% 63
2025
Q2 		$50.8M Buy
1,667,933
+40,892
+3% +$1.18M 0.24% 59
2025
Q1 		$45.9M Buy
1,627,041
+103,340
+7% +$3.03M 0.26% 54
2024
Q4 		$45.3M Buy
1,523,701
+751,548
+97% +$21.9M 0.25% 53
2024
Q3 		$22.2M Sell
772,153
-633,590
-45% -$17.8M 0.14% 83
2024
Q2 		$39.3M Buy
1,405,743
+186,357
+15% +$5.07M 0.25% 51
2024
Q1 		$32.9M Buy
1,219,386
+625,675
+105% +$16.5M 0.23% 46
2023
Q4 		$15.4M Buy
593,711
+17,703
+3% +$439K 0.12% 77
2023
Q3 		$13.9M Buy
576,008
+29,606
+5% +$724K 0.12% 76
2023
Q2 		$13.3M Buy
+546,402
New +$12.8M 0.11% 76

Other funds holding PSFF

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $149M AUM 15.23% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $166M AUM 26.42% 1-Year Est. Return