Copley Financial Group’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Copley Financial Group’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	$12.3M	Buy	358,334 +3,904	+1%	+$132K	7.43%	3
2026 Q1	$11.4M	Sell	354,430 -10,121	-3%	-$328K	6.85%	5
2025 Q4	$11.8M	Buy	364,551 +71,985	+25%	+$2.3M	7.29%	4
2025 Q3	$9.24M	Buy	292,566 +50,483	+21%	+$1.57M	6.32%	4
2025 Q2	$7.38M	Buy	242,083 +149,475	+161%	+$4.33M	5.47%	5
2025 Q1	$2.64M	Buy	92,608 +43,358	+88%	+$1.27M	2.02%	10
2024 Q4	$1.44M	Buy	49,250 +40,092	+438%	+$1.17M	1.1%	15
2024 Q3	$263K	Buy	+9,158	New	+$257K	0.24%	86

Other funds holding PSFF

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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 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

Copley Financial Group's PSFF Position: Q2 2026 in Review

Copley Financial Group increased its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 1.1% in Q2 2026, buying an estimated $132K and bringing the position to 358,334 shares worth $12.3M. The position accounts for 7.43% of the portfolio, ranked #3.

Copley Financial Group first reported a position in PSFF in Q3 2024 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

Copley Financial Group held 358,334 shares of Pacer Swan SOS Fund of Funds ETF worth $12.3M as of Q2 2026.
Copley Financial Group bought 3,904 Pacer Swan SOS Fund of Funds ETF shares in Q2 2026, an estimated $132K.
Pacer Swan SOS Fund of Funds ETF made up 7.43% of Copley Financial Group's portfolio in Q2 2026, its #3 holding.
Copley Financial Group first reported a position in Pacer Swan SOS Fund of Funds ETF in Q3 2024 and has held it in 8 quarters since.
93 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.