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Chicago Partners Investment Group’s Pacer Swan SOS Flex April ETF PSFM Stock Holding History

Chicago Partners Investment Group’s Portfolio PSFM Stock Details PSFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,597
Closed -$275K – 1536
2025
Q4 		$275K Hold
8,597
– – 0.01% 1078
2025
Q3 		$270K Hold
8,597
– – 0.01% 1010
2025
Q2 		$262K Hold
8,597
– – 0.01% 913
2025
Q1 		$246K Hold
8,597
– – 0.01% 774
2024
Q4 		$257K Hold
8,597
– – 0.01% 718
2024
Q3 		$251K Hold
8,597
– – 0.01% 681
2024
Q2 		$240K Hold
8,597
– – 0.01% 657
2024
Q1 		$227K Hold
8,597
– – 0.01% 658
2023
Q4 		$226K Hold
8,597
– – 0.01% 615
2023
Q3 		$204K Hold
8,597
– – 0.01% 610
2023
Q2 		$211K Buy
+8,597
New +$202K 0.01% 626

Other funds holding PSFM

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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

Chicago Partners Investment Group's PSFM Position: Q1 2026 in Review

Chicago Partners Investment Group sold out of Pacer Swan SOS Flex April ETF (PSFM) in Q1 2026, closing a stake of 8,597 shares — an estimated $275K sold.

Chicago Partners Investment Group first reported a position in PSFM in Q2 2023 and held it in 11 quarters. The position peaked at $275K in Q4 2025. 11 funds tracked by Wall St. Rank hold PSFM as of Q1 2026.

  • Chicago Partners Investment Group reported no remaining Pacer Swan SOS Flex April ETF position as of Q1 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 8,597 Pacer Swan SOS Flex April ETF shares in Q1 2026, an estimated $275K.
  • Chicago Partners Investment Group first reported a position in Pacer Swan SOS Flex April ETF in Q2 2023 and held it in 11 quarters.
  • Chicago Partners Investment Group's Pacer Swan SOS Flex April ETF position peaked at $275K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Pacer Swan SOS Flex April ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.