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Creekmur Asset Management’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Creekmur Asset Management’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
2025
Q1 		– Sell
-100
Closed -$2.93K – 939
2024
Q4 		$2.93K Hold
100
– – ﹤0.01% 555
2024
Q3 		$2.87K Hold
100
– – ﹤0.01% 604
2024
Q2 		$2.78K Hold
100
– – ﹤0.01% 660
2024
Q1 		$2.7K Buy
+100
New +$2.64K ﹤0.01% 633

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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 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

Creekmur Asset Management's PSFF Position: Q1 2025 in Review

Creekmur Asset Management sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q1 2025, closing a stake of 100 shares — an estimated $2.93K sold.

Creekmur Asset Management first reported a position in PSFF in Q1 2024 and held it in 4 quarters. The position peaked at $2.93K in Q4 2024. 74 funds tracked by Wall St. Rank hold PSFF as of Q1 2025.

  • Creekmur Asset Management reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 100 Pacer Swan SOS Fund of Funds ETF shares in Q1 2025, an estimated $2.93K.
  • Creekmur Asset Management first reported a position in Pacer Swan SOS Fund of Funds ETF in Q1 2024 and held it in 4 quarters.
  • Creekmur Asset Management's Pacer Swan SOS Fund of Funds ETF position peaked at $2.93K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.