Csenge Advisory Group’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Csenge Advisory 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
2024 Q2	–	Sell	-13,345	Closed	-$360K	–	740
2024 Q1	$360K	Sell	13,345 -191	-1%	-$5.05K	0.02%	506
2023 Q4	$350K	Buy	13,536 +119	+0.9%	+$2.95K	0.02%	489
2023 Q3	$324K	Sell	13,417 -125	-0.9%	-$3.06K	0.02%	472
2023 Q2	$329K	Sell	13,542 -376	-3%	-$8.8K	0.02%	473
2023 Q1	$320K	Sell	13,918 -5,351	-28%	-$120K	0.02%	459
2022 Q4	$421K	Sell	19,269 -471	-2%	-$10.2K	0.03%	388
2022 Q3	$407K	Buy	+19,740	New	+$424K	0.03%	385

Other funds holding PSFF

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RGF

Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

FSG

Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

Csenge Advisory Group's PSFF Position: Q2 2024 in Review

Csenge Advisory Group sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q2 2024, closing a stake of 13,345 shares — an estimated $360K sold.

Csenge Advisory Group first reported a position in PSFF in Q3 2022 and held it in 7 quarters. The position peaked at $421K in Q4 2022. 61 funds tracked by Wall St. Rank hold PSFF as of Q2 2024.

Csenge Advisory Group reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q2 2024 after selling out during the quarter.
Csenge Advisory Group sold 13,345 Pacer Swan SOS Fund of Funds ETF shares in Q2 2024, an estimated $360K.
Csenge Advisory Group first reported a position in Pacer Swan SOS Fund of Funds ETF in Q3 2022 and held it in 7 quarters.
Csenge Advisory Group's Pacer Swan SOS Fund of Funds ETF position peaked at $421K in Q4 2022.
61 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2024.

Based on Csenge Advisory Group's 13F filing for Q2 2024, filed 10 Jul 2024.