Fiduciary Financial Group’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Fiduciary Financial Group’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	$250K	Sell	7,275 -337	-4%	-$11.4K	0.03%	333
2026 Q1	$244K	Hold	7,612	–	–	0.03%	309
2025 Q4	$246K	Hold	7,612	–	–	0.03%	291
2025 Q3	$241K	Hold	7,612	–	–	0.04%	276
2025 Q2	$232K	Sell	7,612 -2,169	-22%	-$62.8K	0.04%	267
2025 Q1	$270K	Buy	9,781 +361	+4%	+$10.6K	0.06%	210
2024 Q4	$274K	Buy	+9,420	New	+$274K	0.06%	219

Other funds holding PSFF

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return