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Ergawealth Advisors’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Ergawealth Advisors’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
Q3 		– Sell
-40,967
Closed -$1.25M – 77
2025
Q2 		$1.25M Buy
40,967
+584
+1% +$16.9K 0.56% 27
2025
Q1 		$1.15M Buy
40,383
+849
+2% +$24.9K 0.57% 24
2024
Q4 		$1.16M Sell
39,534
-20,735
-34% -$604K 0.57% 22
2024
Q3 		$1.73M Buy
60,269
+2,687
+5% +$75.5K 0.86% 18
2024
Q2 		$1.6M Buy
57,582
+6,753
+13% +$184K 0.87% 18
2024
Q1 		$1.37M Buy
50,829
+7,226
+17% +$191K 0.75% 16
2023
Q4 		$1.13M Buy
43,603
+14,644
+51% +$363K 0.69% 19
2023
Q3 		$700K Buy
+28,959
New +$708K 0.48% 20

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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ergawealth Advisors's PSFF Position: Q3 2025 in Review

Ergawealth Advisors sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q3 2025, closing a stake of 40,967 shares — an estimated $1.25M sold.

Ergawealth Advisors first reported a position in PSFF in Q3 2023 and held it in 8 quarters. The position peaked at $1.73M in Q3 2024. 82 funds tracked by Wall St. Rank hold PSFF as of Q3 2025.

  • Ergawealth Advisors reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q3 2025 after selling out during the quarter.
  • Ergawealth Advisors sold 40,967 Pacer Swan SOS Fund of Funds ETF shares in Q3 2025, an estimated $1.25M.
  • Ergawealth Advisors first reported a position in Pacer Swan SOS Fund of Funds ETF in Q3 2023 and held it in 8 quarters.
  • Ergawealth Advisors's Pacer Swan SOS Fund of Funds ETF position peaked at $1.73M in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q3 2025.

Based on Ergawealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.