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Axxcess Wealth Management’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

Axxcess Wealth Management’s Portfolio PSFD Stock Details PSFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-60,600
Closed -$1.31M – 600
2022
Q2 		$1.31M Buy
60,600
+600
+1% +$13.5K 0.12% 155
2022
Q1 		$1.44M Buy
+60,000
New +$1.42M 0.11% 152

Other funds holding PSFD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Axxcess Wealth Management's PSFD Position: Q3 2022 in Review

Axxcess Wealth Management sold out of Pacer Swan SOS Flex January ETF (PSFD) in Q3 2022, closing a stake of 60,600 shares — an estimated $1.31M sold.

Axxcess Wealth Management first reported a position in PSFD in Q1 2022 and held it in 2 quarters. The position peaked at $1.44M in Q1 2022. 13 funds tracked by Wall St. Rank hold PSFD as of Q3 2022.

  • Axxcess Wealth Management reported no remaining Pacer Swan SOS Flex January ETF position as of Q3 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 60,600 Pacer Swan SOS Flex January ETF shares in Q3 2022, an estimated $1.31M.
  • Axxcess Wealth Management first reported a position in Pacer Swan SOS Flex January ETF in Q1 2022 and held it in 2 quarters.
  • Axxcess Wealth Management's Pacer Swan SOS Flex January ETF position peaked at $1.44M in Q1 2022.
  • 13 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q3 2022.

Based on Axxcess Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.