Atria Investments’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Atria Investments’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
2025 Q1	–	Sell	-49,676	Closed	-$1.46M	–	1982
2024 Q4	$1.46M	Sell	49,676 -361,657	-88%	-$10.5M	0.02%	812
2024 Q3	$11.8M	Sell	411,333 -86,334	-17%	-$2.43M	0.15%	152
2024 Q2	$13.8M	Buy	497,667 +18,833	+4%	+$512K	0.18%	125
2024 Q1	$12.9M	Sell	478,834 -63,087	-12%	-$1.67M	0.18%	131
2023 Q4	$14M	Buy	541,921 +32,864	+6%	+$815K	0.22%	104
2023 Q3	$12.3M	Buy	509,057 +54,690	+12%	+$1.34M	0.22%	95
2023 Q2	$11.1M	Buy	454,367 +325,865	+254%	+$7.62M	0.2%	111
2023 Q1	$2.95M	Buy	+128,502	New	+$2.89M	0.06%	407

Other funds holding PSFF

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

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

Atria Investments's PSFF Position: Q1 2025 in Review

Atria Investments sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q1 2025, closing a stake of 49,676 shares — an estimated $1.46M sold.

Atria Investments first reported a position in PSFF in Q1 2023 and held it in 8 quarters. The position peaked at $14M in Q4 2023. 74 funds tracked by Wall St. Rank hold PSFF as of Q1 2025.

Atria Investments reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q1 2025 after selling out during the quarter.
Atria Investments sold 49,676 Pacer Swan SOS Fund of Funds ETF shares in Q1 2025, an estimated $1.46M.
Atria Investments first reported a position in Pacer Swan SOS Fund of Funds ETF in Q1 2023 and held it in 8 quarters.
Atria Investments's Pacer Swan SOS Fund of Funds ETF position peaked at $14M in Q4 2023.
74 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.