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Creative Financial Designs’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

Creative Financial Designs’s Portfolio PSFD Stock Details PSFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-40
Closed -$1.01K – 1506
2023
Q1 		$1.01K Buy
+40
New +$989 ﹤0.01% 1305

Other funds holding PSFD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Creative Financial Designs's PSFD Position: Q2 2023 in Review

Creative Financial Designs sold out of Pacer Swan SOS Flex January ETF (PSFD) in Q2 2023, closing a stake of 40 shares — an estimated $1.01K sold.

Creative Financial Designs first reported a position in PSFD in Q1 2023 and held it in 1 quarter. The position peaked at $1.01K in Q1 2023. 13 funds tracked by Wall St. Rank hold PSFD as of Q2 2023.

  • Creative Financial Designs reported no remaining Pacer Swan SOS Flex January ETF position as of Q2 2023 after selling out during the quarter.
  • Creative Financial Designs sold 40 Pacer Swan SOS Flex January ETF shares in Q2 2023, an estimated $1.01K.
  • Creative Financial Designs first reported a position in Pacer Swan SOS Flex January ETF in Q1 2023 and held it in 1 quarter.
  • Creative Financial Designs's Pacer Swan SOS Flex January ETF position peaked at $1.01K in Q1 2023.
  • 13 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q2 2023.

Based on Creative Financial Designs's 13F filing for Q2 2023, filed 26 Jul 2023.