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Brass Tax Wealth Management’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Brass Tax Wealth 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
Q3 		$14M Sell
441,868
-237,754
-35% -$7.39M 2.32% 11
2025
Q2 		$20.7M Buy
679,622
+623,162
+1,104% +$18.1M 3.99% 6
2025
Q1 		$1.61M Buy
+56,460
New +$1.66M 0.34% 43

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
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
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Brass Tax Wealth Management's PSFF Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 35% in Q3 2025, selling an estimated $7.39M and leaving 441,868 shares worth $14M. The position accounts for 2.32% of the portfolio, ranked #11.

Brass Tax Wealth Management first reported a position in PSFF in Q1 2025 and has held it in 3 quarters since. The position peaked at $20.7M in Q2 2025. 82 funds tracked by Wall St. Rank hold PSFF as of Q3 2025.

  • Brass Tax Wealth Management held 441,868 shares of Pacer Swan SOS Fund of Funds ETF worth $14M as of Q3 2025.
  • Brass Tax Wealth Management sold 237,754 Pacer Swan SOS Fund of Funds ETF shares in Q3 2025, an estimated $7.39M.
  • Pacer Swan SOS Fund of Funds ETF made up 2.32% of Brass Tax Wealth Management's portfolio in Q3 2025, its #11 holding.
  • Brass Tax Wealth Management first reported a position in Pacer Swan SOS Fund of Funds ETF in Q1 2025 and has held it in 3 quarters since.
  • Brass Tax Wealth Management's Pacer Swan SOS Fund of Funds ETF position peaked at $20.7M in Q2 2025.
  • 82 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.