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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

BTWM

Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

MWM

Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return

RGF

Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return

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