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Financial Advocates Investment Management’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Financial Advocates Investment 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
2021
Q3 		– Sell
-31,240
Closed -$1.06M – 782
2021
Q2 		$1.06M Buy
+31,240
New +$676K 0.07% 304

Other funds holding PSFF

T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Financial Advocates Investment Management's PSFF Position: Q3 2021 in Review

Financial Advocates Investment Management sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q3 2021, closing a stake of 31,240 shares — an estimated $1.06M sold.

Financial Advocates Investment Management first reported a position in PSFF in Q2 2021 and held it in 1 quarter. The position peaked at $1.06M in Q2 2021. 8 funds tracked by Wall St. Rank hold PSFF as of Q3 2021.

  • Financial Advocates Investment Management reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 31,240 Pacer Swan SOS Fund of Funds ETF shares in Q3 2021, an estimated $1.06M.
  • Financial Advocates Investment Management first reported a position in Pacer Swan SOS Fund of Funds ETF in Q2 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's Pacer Swan SOS Fund of Funds ETF position peaked at $1.06M in Q2 2021.
  • 8 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q3 2021.

Based on Financial Advocates Investment Management's 13F filing for Q3 2021, filed 4 Nov 2021.