EWM
PSFF icon

Evolution Wealth Management’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Evolution Wealth 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
2026
Q2 		$8.06M Sell
234,797
-6,958
-3% -$234K 4.74% 3
2026
Q1 		$7.75M Sell
241,755
-107,303
-31% -$3.47M 5.66% 3
2025
Q4 		$11.3M Buy
349,058
+172,435
+98% +$5.5M 9.34% 1
2025
Q3 		$5.58M Sell
176,623
-9,699
-5% -$301K 5.73% 2
2025
Q2 		$5.68M Buy
+186,322
New +$5.4M 7% 2

Other funds holding PSFF

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Evolution Wealth Management's PSFF Position: Q2 2026 in Review

Evolution Wealth Management reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 2.9% in Q2 2026, selling an estimated $234K and leaving 234,797 shares worth $8.06M. The position accounts for 4.74% of the portfolio, ranked #3.

Evolution Wealth Management first reported a position in PSFF in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.3M in Q4 2025. 93 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

  • Evolution Wealth Management held 234,797 shares of Pacer Swan SOS Fund of Funds ETF worth $8.06M as of Q2 2026.
  • Evolution Wealth Management sold 6,958 Pacer Swan SOS Fund of Funds ETF shares in Q2 2026, an estimated $234K.
  • Pacer Swan SOS Fund of Funds ETF made up 4.74% of Evolution Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Evolution Wealth Management first reported a position in Pacer Swan SOS Fund of Funds ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Pacer Swan SOS Fund of Funds ETF position peaked at $11.3M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.