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Cedar Brook Financial Partners’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Cedar Brook Financial Partners’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
2024
Q2 		– Sell
-48,358
Closed -$1.31M – 301
2024
Q1 		$1.31M Buy
48,358
+11,198
+30% +$296K 0.26% 91
2023
Q4 		$965K Buy
+37,160
New +$922K 0.21% 117

Other funds holding PSFF

AF
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

Cedar Brook Financial Partners's PSFF Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q2 2024, closing a stake of 48,358 shares — an estimated $1.31M sold.

Cedar Brook Financial Partners first reported a position in PSFF in Q4 2023 and held it in 2 quarters. The position peaked at $1.31M in Q1 2024. 61 funds tracked by Wall St. Rank hold PSFF as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 48,358 Pacer Swan SOS Fund of Funds ETF shares in Q2 2024, an estimated $1.31M.
  • Cedar Brook Financial Partners first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2023 and held it in 2 quarters.
  • Cedar Brook Financial Partners's Pacer Swan SOS Fund of Funds ETF position peaked at $1.31M in Q1 2024.
  • 61 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.