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Calton & Associates’s Pacer Swan SOS Flex October ETF PSFO Stock Holding History

Calton & Associates’s Portfolio PSFO Stock Details PSFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,684
Closed -$217K – 477
2025
Q4 		$217K Buy
+6,684
New +$214K 0.03% 409

Other funds holding PSFO

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Calton & Associates's PSFO Position: Q1 2026 in Review

Calton & Associates sold out of Pacer Swan SOS Flex October ETF (PSFO) in Q1 2026, closing a stake of 6,684 shares — an estimated $217K sold.

Calton & Associates first reported a position in PSFO in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 12 funds tracked by Wall St. Rank hold PSFO as of Q1 2026.

  • Calton & Associates reported no remaining Pacer Swan SOS Flex October ETF position as of Q1 2026 after selling out during the quarter.
  • Calton & Associates sold 6,684 Pacer Swan SOS Flex October ETF shares in Q1 2026, an estimated $217K.
  • Calton & Associates first reported a position in Pacer Swan SOS Flex October ETF in Q4 2025 and held it in 1 quarter.
  • Calton & Associates's Pacer Swan SOS Flex October ETF position peaked at $217K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Pacer Swan SOS Flex October ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.