Core Wealth Advisors (Florida)’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Core Wealth Advisors (Florida)’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	$6.06M	Buy	176,508 +4,796	+3%	+$162K	1.22%	15
2026 Q1	$5.5M	Buy	171,712 +30,608	+22%	+$991K	1.31%	14
2025 Q4	$4.56M	Buy	141,104 +9,199	+7%	+$293K	1.18%	13
2025 Q3	$4.17M	Sell	131,905 -36,321	-22%	-$1.13M	1.09%	14
2025 Q2	$5.13M	Buy	168,226 +24,992	+17%	+$724K	1.47%	15
2025 Q1	$4.09M	Buy	143,234 +24,676	+21%	+$725K	1.3%	15
2024 Q4	$3.47M	Buy	118,558 +16,104	+16%	+$469K	1.15%	14
2024 Q3	$2.94M	Buy	102,454 +9,271	+10%	+$260K	0.94%	15
2024 Q2	$2.59M	Buy	93,183 +78,358	+529%	+$2.13M	0.89%	16
2024 Q1	$400K	Buy	14,825 +9,015	+155%	+$238K	0.14%	44
2023 Q4	$150K	Buy	+5,810	New	+$144K	0.06%	55

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

Core Wealth Advisors (Florida)'s PSFF Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 2.8% in Q2 2026, buying an estimated $162K and bringing the position to 176,508 shares worth $6.06M. The position accounts for 1.22% of the portfolio, ranked #15.

Core Wealth Advisors (Florida) first reported a position in PSFF in Q4 2023 and has held it in 11 quarters since. 93 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

Core Wealth Advisors (Florida) held 176,508 shares of Pacer Swan SOS Fund of Funds ETF worth $6.06M as of Q2 2026.
Core Wealth Advisors (Florida) bought 4,796 Pacer Swan SOS Fund of Funds ETF shares in Q2 2026, an estimated $162K.
Pacer Swan SOS Fund of Funds ETF made up 1.22% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #15 holding.
Core Wealth Advisors (Florida) first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2023 and has held it in 11 quarters since.
93 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.