Avantax Advisory Services
PSFF icon

Avantax Advisory Services’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Avantax Advisory Services’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 		$4.11M Buy
134,683
+17,889
+15% +$518K 0.02% 519
2025
Q1 		$3.33M Sell
116,794
-2,139
-2% -$62.8K 0.02% 545
2024
Q4 		$3.48M Buy
118,933
+21,878
+23% +$637K 0.02% 507
2024
Q3 		$2.79M Buy
97,055
+33,694
+53% +$947K 0.02% 562
2024
Q2 		$1.76M Buy
63,361
+10,391
+20% +$282K 0.01% 708
2024
Q1 		$1.43M Sell
52,970
-22,747
-30% -$601K 0.01% 636
2023
Q4 		$1.96M Buy
75,717
+3,929
+5% +$97.5K 0.02% 504
2023
Q3 		$1.74M Buy
71,788
+3,377
+5% +$82.6K 0.02% 502
2023
Q2 		$1.66M Buy
68,411
+46,019
+206% +$1.08M 0.02% 513
2023
Q1 		$514K Buy
22,392
+8,162
+57% +$184K 0.01% 905
2022
Q4 		$311K Buy
+14,230
New +$307K ﹤0.01% 1089

Other funds holding PSFF

Allworth Financial
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 22.9% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Brass Tax Wealth Management
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Maripau Wealth Management
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
Retirement Guys Formula
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

Avantax Advisory Services's PSFF Position: Q2 2025 in Review

Avantax Advisory Services increased its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 15% in Q2 2025, buying an estimated $518K and bringing the position to 134,683 shares worth $4.11M. The position accounts for 0.02% of the portfolio, ranked #519.

Avantax Advisory Services first reported a position in PSFF in Q4 2022 and has held it in 11 quarters since. 81 funds tracked by Wall St. Rank hold PSFF as of Q2 2025.

  • Avantax Advisory Services held 134,683 shares of Pacer Swan SOS Fund of Funds ETF worth $4.11M as of Q2 2025.
  • Avantax Advisory Services bought 17,889 Pacer Swan SOS Fund of Funds ETF shares in Q2 2025, an estimated $518K.
  • Pacer Swan SOS Fund of Funds ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #519 holding.
  • Avantax Advisory Services first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2022 and has held it in 11 quarters since.
  • 81 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.