Calton & Associates’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

Calton & Associates’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
2026 Q2	$266K	Buy	+6,682	New	+$260K	0.04%	337

Other funds holding PSFD

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

FNWA

Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $218M AUM

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Calton & Associates's PSFD Position: Q2 2026 in Review

Calton & Associates opened a new position in Pacer Swan SOS Flex January ETF (PSFD) in Q2 2026: 6,682 shares worth $266K. The stake represents 0.04% of the portfolio and ranks #337 among its holdings.

13 funds tracked by Wall St. Rank hold PSFD as of Q2 2026.

Calton & Associates held 6,682 shares of Pacer Swan SOS Flex January ETF worth $266K as of Q2 2026.
Pacer Swan SOS Flex January ETF was a new Calton & Associates position in Q2 2026.
Pacer Swan SOS Flex January ETF made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #337 holding.
13 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.