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Clear Point Advisors’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Clear Point Advisors’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
Q4 		– Sell
-10
Closed -$287 – 423
2024
Q3 		$287 Hold
10
– – ﹤0.01% 525
2024
Q2 		$278 Buy
+10
New +$272 ﹤0.01% 519

Other funds holding PSFF

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return

Clear Point Advisors's PSFF Position: Q4 2024 in Review

Clear Point Advisors sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q4 2024, closing a stake of 10 shares — an estimated $287 sold.

Clear Point Advisors first reported a position in PSFF in Q2 2024 and held it in 2 quarters. The position peaked at $287 in Q3 2024. 78 funds tracked by Wall St. Rank hold PSFF as of Q4 2024.

  • Clear Point Advisors reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 10 Pacer Swan SOS Fund of Funds ETF shares in Q4 2024, an estimated $287.
  • Clear Point Advisors first reported a position in Pacer Swan SOS Fund of Funds ETF in Q2 2024 and held it in 2 quarters.
  • Clear Point Advisors's Pacer Swan SOS Fund of Funds ETF position peaked at $287 in Q3 2024.
  • 78 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.