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Belpointe Asset Management’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Belpointe Asset Management’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
Q1 		– Sell
-158,204
Closed -$4.5M – 1013
2024
Q4 		$4.5M Buy
158,204
+7,864
+5% +$229K 0.27% 72
2024
Q3 		$4.32M Sell
150,340
-2,617
-2% -$73.5K 0.26% 76
2024
Q2 		$4.25M Buy
152,957
+1,523
+1% +$41.4K 0.3% 59
2024
Q1 		$4.09M Buy
+151,434
New +$4M 0.31% 59

Other funds holding PSFF

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

Belpointe Asset Management's PSFF Position: Q1 2025 in Review

Belpointe Asset Management sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q1 2025, closing a stake of 158,204 shares — an estimated $4.5M sold.

Belpointe Asset Management first reported a position in PSFF in Q1 2024 and held it in 4 quarters. The position peaked at $4.5M in Q4 2024. 74 funds tracked by Wall St. Rank hold PSFF as of Q1 2025.

  • Belpointe Asset Management reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 158,204 Pacer Swan SOS Fund of Funds ETF shares in Q1 2025, an estimated $4.5M.
  • Belpointe Asset Management first reported a position in Pacer Swan SOS Fund of Funds ETF in Q1 2024 and held it in 4 quarters.
  • Belpointe Asset Management's Pacer Swan SOS Fund of Funds ETF position peaked at $4.5M in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.