CWA
Core Wealth Advisors’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Buy |
168,226
+24,992
| +17% | +$762K | 1.47% | 15 |
|
|
2025
Q1 | $4.09M | Buy |
143,234
+24,676
| +21% | +$705K | 1.3% | 15 |
|
|
2024
Q4 | $3.47M | Buy |
118,558
+16,104
| +16% | +$472K | 1.15% | 14 |
|
|
2024
Q3 | $2.94M | Buy |
102,454
+9,271
| +10% | +$266K | 0.94% | 15 |
|
|
2024
Q2 | $2.59M | Buy |
93,183
+78,358
| +529% | +$2.18M | 0.89% | 16 |
|
|
2024
Q1 | $400K | Buy |
14,825
+9,015
| +155% | +$243K | 0.14% | 44 |
|
|
2023
Q4 | $150K | Buy |
+5,810
| New | +$150K | 0.06% | 55 |
|