Cetera Investment Advisers
PSFJ icon

Cetera Investment Advisers’s Pacer Swan SOS Flex July ETF PSFJ Stock Holding History

Cetera Investment Advisers’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 		$5.22M Buy
159,896
+13,676
+9% +$454K 0.01% 1477
2025
Q4 		$4.85M Sell
146,220
-9,313
-6% -$305K 0.01% 1477
2025
Q3 		$5.05M Buy
155,533
+141,350
+997% +$4.48M 0.01% 1401
2025
Q2 		$440K Hold
14,183
– – ﹤0.01% 3067
2025
Q1 		$404K Hold
14,183
– – ﹤0.01% 3022
2024
Q4 		$414K Hold
14,183
– – ﹤0.01% 2831
2024
Q3 		$407K Hold
14,183
– – ﹤0.01% 2832
2024
Q2 		$390K Hold
14,183
– – ﹤0.01% 2792
2024
Q1 		$379K Buy
+14,183
New +$367K ﹤0.01% 2831

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
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
SEP
Signature Equity Partners Columbus, Ohio $186M AUM