CAL
PSFF icon

Capital Analysts LLC’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Capital Analysts LLC’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
2026
Q1 		$1.93M Sell
60,142
-3,196
-5% -$103K 0.05% 254
2025
Q4 		$2.05M Sell
63,338
-3,378
-5% -$108K 0.06% 236
2025
Q3 		$2.11M Buy
66,716
+1,944
+3% +$60.4K 0.06% 232
2025
Q2 		$1.97M Buy
64,772
+1,619
+3% +$46.9K 0.07% 215
2025
Q1 		$1.8M Buy
63,153
+1,242
+2% +$36.5K 0.07% 204
2024
Q4 		$1.81M Buy
+61,911
New +$1.8M 0.07% 190

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
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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $149M AUM 15.23% 1-Year Est. Return

Capital Analysts LLC's PSFF Position: Q1 2026 in Review

Capital Analysts LLC reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 5% in Q1 2026, selling an estimated $103K and leaving 60,142 shares worth $1.93M. The position accounts for 0.05% of the portfolio, ranked #254.

Capital Analysts LLC first reported a position in PSFF in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.11M in Q3 2025. 92 funds tracked by Wall St. Rank hold PSFF as of Q1 2026.

  • Capital Analysts LLC held 60,142 shares of Pacer Swan SOS Fund of Funds ETF worth $1.93M as of Q1 2026.
  • Capital Analysts LLC sold 3,196 Pacer Swan SOS Fund of Funds ETF shares in Q1 2026, an estimated $103K.
  • Pacer Swan SOS Fund of Funds ETF made up 0.05% of Capital Analysts LLC's portfolio in Q1 2026, its #254 holding.
  • Capital Analysts LLC first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2024 and has held it in 6 quarters since.
  • Capital Analysts LLC's Pacer Swan SOS Fund of Funds ETF position peaked at $2.11M in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.