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Coordinated Financial Services’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Coordinated Financial Services’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
2025
Q1 		– Sell
-7,405
Closed -$217K – 141
2024
Q4 		$217K Buy
+7,405
New +$216K 0.17% 129
2024
Q2 		$269K Buy
9,695
+700
+8% +$19K 0.23% 104
2024
Q1 		$243K Buy
+8,995
New +$238K 0.21% 109

Other funds holding PSFF

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 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
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

Coordinated Financial Services's PSFF Position: Q1 2025 in Review

Coordinated Financial Services sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q1 2025, closing a stake of 7,405 shares — an estimated $217K sold.

Coordinated Financial Services first reported a position in PSFF in Q1 2024 and held it in 3 quarters. The position peaked at $269K in Q2 2024. 74 funds tracked by Wall St. Rank hold PSFF as of Q1 2025.

  • Coordinated Financial Services reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q1 2025 after selling out during the quarter.
  • Coordinated Financial Services sold 7,405 Pacer Swan SOS Fund of Funds ETF shares in Q1 2025, an estimated $217K.
  • Coordinated Financial Services first reported a position in Pacer Swan SOS Fund of Funds ETF in Q1 2024 and held it in 3 quarters.
  • Coordinated Financial Services's Pacer Swan SOS Fund of Funds ETF position peaked at $269K in Q2 2024.
  • 74 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2025.

Based on Coordinated Financial Services's 13F filing for Q1 2025, filed 16 May 2025.