Chicago Partners Investment Group’s Pacer Swan SOS Flex July ETF PSFJ Stock Holding History

Chicago Partners Investment Group’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 Q2	$477K	Hold	13,689	–	–	0.01%	1031
2026 Q1	$469K	Sell	13,689 -3,057	-18%	-$102K	0.01%	927
2025 Q4	$559K	Hold	16,746	–	–	0.01%	705
2025 Q3	$550K	Sell	16,746 -1,408	-8%	-$44.6K	0.01%	654
2025 Q2	$570K	Hold	18,154	–	–	0.02%	547
2025 Q1	$518K	Hold	18,154	–	–	0.02%	509
2024 Q4	$533K	Sell	18,154 -786	-4%	-$22.9K	0.02%	487
2024 Q3	$546K	Hold	18,940	–	–	0.02%	466
2024 Q2	$522K	Hold	18,940	–	–	0.02%	459
2024 Q1	$500K	Hold	18,940	–	–	0.02%	446
2023 Q4	$484K	Hold	18,940	–	–	0.02%	439
2023 Q3	$436K	Hold	18,940	–	–	0.02%	437
2023 Q2	$454K	Hold	18,940	–	–	0.02%	438
2023 Q1	$418K	Hold	18,940	–	–	0.02%	427
2022 Q4	$420K	Hold	18,940	–	–	0.03%	417
2022 Q3	$391K	Hold	18,940	–	–	0.03%	393
2022 Q2	$407K	Hold	18,940	–	–	0.03%	376
2022 Q1	$381K	Hold	18,940	–	–	0.03%	372
2021 Q4	$399K	Hold	18,940	–	–	0.03%	376
2021 Q3	$406K	Buy	+18,940	New	+$394K	0.03%	372

Other funds holding PSFJ

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FNWA

Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

Calton & Associates Tampa, Florida $683M AUM 28.95% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Chicago Partners Investment Group held its Pacer Swan SOS Flex July ETF (PSFJ) position steady in Q2 2026 at 13,689 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #1031.

Chicago Partners Investment Group first reported a position in PSFJ in Q3 2021 and has held it in 20 quarters since. The position peaked at $570K in Q2 2025. 13 funds tracked by Wall St. Rank hold PSFJ as of Q2 2026.

Chicago Partners Investment Group held 13,689 shares of Pacer Swan SOS Flex July ETF worth $477K as of Q2 2026.
Chicago Partners Investment Group left its Pacer Swan SOS Flex July ETF share count unchanged in Q2 2026.
Pacer Swan SOS Flex July ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1031 holding.
Chicago Partners Investment Group first reported a position in Pacer Swan SOS Flex July ETF in Q3 2021 and has held it in 20 quarters since.
Chicago Partners Investment Group's Pacer Swan SOS Flex July ETF position peaked at $570K in Q2 2025.
13 funds tracked by Wall St. Rank held Pacer Swan SOS Flex July ETF as of Q2 2026.

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