Envestnet Asset Management

Envestnet Asset Management’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

Envestnet Asset Management’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
2025 Q3	$2.8M	Sell
2025 Q2	$2.78M	Buy
2025 Q1	$2.58M	Sell
2024 Q4	$2.72M	Sell
2024 Q3	$2.99M	Sell
2024 Q2	$3.18M	Buy
2024 Q1	$3.06M	Buy
2023 Q1	–	Sell
2022 Q4	$1.84M	Buy