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Comprehensive Financial Planning’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Comprehensive Financial Planning’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 		$1.22M Sell
35,628
-1,591
-4% -$53.6K 0.65% 45
2026
Q1 		$1.19M Buy
37,219
+3,223
+9% +$104K 0.83% 35
2025
Q4 		$1.1M Buy
33,996
+258
+0.8% +$8.23K 0.73% 36
2025
Q3 		$1.07M Buy
+33,738
New +$1.05M 0.73% 37

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

Comprehensive Financial Planning's PSFF Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 4.3% in Q2 2026, selling an estimated $53.6K and leaving 35,628 shares worth $1.22M. The position accounts for 0.65% of the portfolio, ranked #45.

Comprehensive Financial Planning first reported a position in PSFF in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

  • Comprehensive Financial Planning held 35,628 shares of Pacer Swan SOS Fund of Funds ETF worth $1.22M as of Q2 2026.
  • Comprehensive Financial Planning sold 1,591 Pacer Swan SOS Fund of Funds ETF shares in Q2 2026, an estimated $53.6K.
  • Pacer Swan SOS Fund of Funds ETF made up 0.65% of Comprehensive Financial Planning's portfolio in Q2 2026, its #45 holding.
  • Comprehensive Financial Planning first reported a position in Pacer Swan SOS Fund of Funds ETF in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.