Envestnet Asset Management
PSFD icon

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
2026
Q1 		– Sell
-78,578
Closed -$2.94M – 4795
2025
Q4 		$2.94M Buy
78,578
+1,384
+2% +$50.9K ﹤0.01% 2552
2025
Q3 		$2.8M Sell
77,194
-3,101
-4% -$110K ﹤0.01% 2659
2025
Q2 		$2.78M Buy
80,295
+915
+1% +$30.1K ﹤0.01% 2593
2025
Q1 		$2.58M Sell
79,380
-2,886
-4% -$96K ﹤0.01% 2556
2024
Q4 		$2.72M Sell
82,266
-10,215
-11% -$335K ﹤0.01% 2507
2024
Q3 		$2.99M Sell
92,481
-8,734
-9% -$277K ﹤0.01% 2416
2024
Q2 		$3.18M Buy
101,215
+1,070
+1% +$32.8K ﹤0.01% 2329
2024
Q1 		$3.06M Buy
+100,145
New +$2.97M ﹤0.01% 2310
2023
Q1 		– Sell
-77,013
Closed -$1.84M – 4075
2022
Q4 		$1.84M Buy
+77,013
New +$1.77M ﹤0.01% 2214

Other funds holding PSFD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM

Envestnet Asset Management's PSFD Position: Q1 2026 in Review

Envestnet Asset Management sold out of Pacer Swan SOS Flex January ETF (PSFD) in Q1 2026, closing a stake of 78,578 shares — an estimated $2.94M sold.

Envestnet Asset Management first reported a position in PSFD in Q4 2022 and held it in 9 quarters. The position peaked at $3.18M in Q2 2024. 16 funds tracked by Wall St. Rank hold PSFD as of Q1 2026.

  • Envestnet Asset Management reported no remaining Pacer Swan SOS Flex January ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 78,578 Pacer Swan SOS Flex January ETF shares in Q1 2026, an estimated $2.94M.
  • Envestnet Asset Management first reported a position in Pacer Swan SOS Flex January ETF in Q4 2022 and held it in 9 quarters.
  • Envestnet Asset Management's Pacer Swan SOS Flex January ETF position peaked at $3.18M in Q2 2024.
  • 16 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.