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Chicago Partners Investment Group’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Chicago Partners Investment Group’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
Q2 		$2.11M Sell
61,741
-4,398
-7% -$148K 0.04% 350
2026
Q1 		$2.21M Sell
66,139
-5,084
-7% -$165K 0.05% 299
2025
Q4 		$2.32M Buy
71,223
+854
+1% +$27.2K 0.06% 263
2025
Q3 		$2.25M Hold
70,369
– – 0.06% 256
2025
Q2 		$2.17M Hold
70,369
– – 0.06% 242
2025
Q1 		$2.01M Sell
70,369
-14,611
-17% -$429K 0.07% 234
2024
Q4 		$2.5M Sell
84,980
-17,005
-17% -$495K 0.08% 200
2024
Q3 		$2.94M Hold
101,985
– – 0.1% 163
2024
Q2 		$2.83M Hold
101,985
– – 0.11% 157
2024
Q1 		$2.73M Buy
101,985
+5,366
+6% +$142K 0.12% 157
2023
Q4 		$2.53M Hold
96,619
– – 0.12% 159
2023
Q3 		$2.3M Hold
96,619
– – 0.12% 159
2023
Q2 		$2.37M Hold
96,619
– – 0.12% 158
2023
Q1 		$2.23M Buy
96,619
+4,397
+5% +$98.9K 0.13% 156
2022
Q4 		$2.11M Buy
92,222
+55,008
+148% +$1.19M 0.13% 158
2022
Q3 		$800K Hold
37,214
– – 0.06% 268
2022
Q2 		$812K Buy
37,214
+17,005
+84% +$365K 0.06% 255
2022
Q1 		$425K Buy
20,209
+5,769
+40% +$128K 0.03% 351
2021
Q4 		$319K Buy
+14,440
New +$325K 0.02% 424

Other funds holding PSFF

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Chicago Partners Investment Group's PSFF Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 6.6% in Q2 2026, selling an estimated $148K and leaving 61,741 shares worth $2.11M. The position accounts for 0.04% of the portfolio, ranked #350.

Chicago Partners Investment Group first reported a position in PSFF in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.94M in Q3 2024. 93 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

  • Chicago Partners Investment Group held 61,741 shares of Pacer Swan SOS Fund of Funds ETF worth $2.11M as of Q2 2026.
  • Chicago Partners Investment Group sold 4,398 Pacer Swan SOS Fund of Funds ETF shares in Q2 2026, an estimated $148K.
  • Pacer Swan SOS Fund of Funds ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #350 holding.
  • Chicago Partners Investment Group first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2021 and has held it in 19 quarters since.
  • Chicago Partners Investment Group's Pacer Swan SOS Fund of Funds ETF position peaked at $2.94M in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.