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Financial Architects (New Jersey)’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Financial Architects (New Jersey)’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
2023
Q2 		$2.37M Buy
+97,224
New +$2.27M 0.36% 58

Other funds holding PSFF

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Financial Architects (New Jersey)'s PSFF Position: Q2 2023 in Review

Financial Architects (New Jersey) opened a new position in Pacer Swan SOS Fund of Funds ETF (PSFF) in Q2 2023: 97,224 shares worth $2.37M. The stake represents 0.36% of the portfolio and ranks #58 among its holdings.

32 funds tracked by Wall St. Rank hold PSFF as of Q2 2023.

  • Financial Architects (New Jersey) held 97,224 shares of Pacer Swan SOS Fund of Funds ETF worth $2.37M as of Q2 2023.
  • Pacer Swan SOS Fund of Funds ETF was a new Financial Architects (New Jersey) position in Q2 2023.
  • Pacer Swan SOS Fund of Funds ETF made up 0.36% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #58 holding.
  • 32 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.