Cambridge Investment Research Advisors’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

Cambridge Investment Research Advisors’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
2023 Q3	–	Sell	-20,126	Closed	-$542K	–	3240
2023 Q2	$542K	Sell	20,126 -9,350	-32%	-$242K	﹤0.01%	2072
2023 Q1	$746K	Buy	29,476 +9,166	+45%	+$227K	﹤0.01%	1777
2022 Q4	$485K	Sell	20,310 -1,704	-8%	-$39.2K	﹤0.01%	2038
2022 Q3	$472K	Sell	22,014 -987	-4%	-$22.3K	﹤0.01%	1983
2022 Q2	$497K	Sell	23,001 -16,847	-42%	-$380K	﹤0.01%	1963
2022 Q1	$957K	Sell	39,848 -6,866	-15%	-$162K	﹤0.01%	1603
2021 Q4	$1.15M	Buy	+46,714	New	+$1.12M	0.01%	1477

Other funds holding PSFD

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

SWA

Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Cambridge Investment Research Advisors's PSFD Position: Q3 2023 in Review

Cambridge Investment Research Advisors sold out of Pacer Swan SOS Flex January ETF (PSFD) in Q3 2023, closing a stake of 20,126 shares — an estimated $542K sold.

Cambridge Investment Research Advisors first reported a position in PSFD in Q4 2021 and held it in 7 quarters. The position peaked at $1.15M in Q4 2021. 11 funds tracked by Wall St. Rank hold PSFD as of Q3 2023.

Cambridge Investment Research Advisors reported no remaining Pacer Swan SOS Flex January ETF position as of Q3 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 20,126 Pacer Swan SOS Flex January ETF shares in Q3 2023, an estimated $542K.
Cambridge Investment Research Advisors first reported a position in Pacer Swan SOS Flex January ETF in Q4 2021 and held it in 7 quarters.
Cambridge Investment Research Advisors's Pacer Swan SOS Flex January ETF position peaked at $1.15M in Q4 2021.
11 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q3 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.