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Calton & Associates’s Pacer Swan SOS Flex July ETF PSFJ Stock Holding History

Calton & Associates’s Portfolio PSFJ Stock Details PSFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,822
Closed -$359K – 476
2025
Q4 		$359K Buy
+10,822
New +$354K 0.05% 290
2025
Q3 		– Sell
-9,921
Closed -$308K – 451
2025
Q2 		$308K Buy
+9,921
New +$288K 0.05% 279
2024
Q4 		– Sell
-6,993
Closed -$201K – 263
2024
Q3 		$201K Buy
+6,993
New +$195K 0.08% 223

Other funds holding PSFJ

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $97.7M AUM 14.21% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return