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B. Riley Wealth Advisors’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

B. Riley Wealth Advisors’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
2024
Q3 		– Sell
-7,394
Closed -$205K – 1397
2024
Q2 		$205K Sell
7,394
-2,166
-23% -$58.9K 0.01% 1228
2024
Q1 		$231K Buy
+9,560
New +$253K 0.01% 1186
2023
Q4 		– Sell
-9,560
Closed -$231K – 1489
2023
Q3 		$231K Buy
+9,560
New +$234K 0.01% 1186

Other funds holding PSFF

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

B. Riley Wealth Advisors's PSFF Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q3 2024, closing a stake of 7,394 shares — an estimated $205K sold.

B. Riley Wealth Advisors first reported a position in PSFF in Q3 2023 and held it in 3 quarters. The position peaked at $231K in Q1 2024. 65 funds tracked by Wall St. Rank hold PSFF as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,394 Pacer Swan SOS Fund of Funds ETF shares in Q3 2024, an estimated $205K.
  • B. Riley Wealth Advisors first reported a position in Pacer Swan SOS Fund of Funds ETF in Q3 2023 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Pacer Swan SOS Fund of Funds ETF position peaked at $231K in Q1 2024.
  • 65 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.