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PSFF icon

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
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

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
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $149M AUM 15.23% 1-Year Est. Return