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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
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

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
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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $149M AUM 15.23% 1-Year Est. Return

Evolution Wealth Management's PSFF Position: Q1 2026 in Review

Evolution Wealth Management reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 31% in Q1 2026, selling an estimated $3.47M and leaving 241,755 shares worth $7.75M. The position accounts for 5.66% of the portfolio, ranked #3.

Evolution Wealth Management first reported a position in PSFF in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.3M in Q4 2025. 92 funds tracked by Wall St. Rank hold PSFF as of Q1 2026.

  • Evolution Wealth Management held 241,755 shares of Pacer Swan SOS Fund of Funds ETF worth $7.75M as of Q1 2026.
  • Evolution Wealth Management sold 107,303 Pacer Swan SOS Fund of Funds ETF shares in Q1 2026, an estimated $3.47M.
  • Pacer Swan SOS Fund of Funds ETF made up 5.66% of Evolution Wealth Management's portfolio in Q1 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 4 quarters since.
  • Evolution Wealth Management's Pacer Swan SOS Fund of Funds ETF position peaked at $11.3M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.