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

Atria Wealth Solutions’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
Q2 		$400K Hold
13,124
– – 0.01% 1025
2025
Q1 		$375K Sell
13,124
-17,549
-57% -$515K ﹤0.01% 1350
2024
Q4 		$898K Buy
30,673
+7,594
+33% +$221K 0.01% 967
2024
Q3 		$663K Buy
23,079
+12,901
+127% +$362K 0.01% 1101
2024
Q2 		$283K Buy
+10,178
New +$277K ﹤0.01% 1544

Other funds holding PSFF

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
BTWM
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Atria Wealth Solutions's PSFF Position: Q2 2025 in Review

Atria Wealth Solutions held its Pacer Swan SOS Fund of Funds ETF (PSFF) position steady in Q2 2025 at 13,124 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #1025.

Atria Wealth Solutions first reported a position in PSFF in Q2 2024 and has held it in 5 quarters since. The position peaked at $898K in Q4 2024. 81 funds tracked by Wall St. Rank hold PSFF as of Q2 2025.

  • Atria Wealth Solutions held 13,124 shares of Pacer Swan SOS Fund of Funds ETF worth $400K as of Q2 2025.
  • Atria Wealth Solutions left its Pacer Swan SOS Fund of Funds ETF share count unchanged in Q2 2025.
  • Pacer Swan SOS Fund of Funds ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1025 holding.
  • Atria Wealth Solutions first reported a position in Pacer Swan SOS Fund of Funds ETF in Q2 2024 and has held it in 5 quarters since.
  • Atria Wealth Solutions's Pacer Swan SOS Fund of Funds ETF position peaked at $898K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.