Financial Gravity Companies’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Financial Gravity Companies’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
2025 Q2	$274K	Buy	+9,000	New	+$261K	0.05%	137

Other funds holding PSFF

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BTWM

Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

MWM

Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return

RGF

Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Financial Gravity Companies's PSFF Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Pacer Swan SOS Fund of Funds ETF (PSFF) in Q2 2025: 9,000 shares worth $274K. The stake represents 0.05% of the portfolio and ranks #137 among its holdings.

81 funds tracked by Wall St. Rank hold PSFF as of Q2 2025.

Financial Gravity Companies held 9,000 shares of Pacer Swan SOS Fund of Funds ETF worth $274K as of Q2 2025.
Pacer Swan SOS Fund of Funds ETF was a new Financial Gravity Companies position in Q2 2025.
Pacer Swan SOS Fund of Funds ETF made up 0.05% of Financial Gravity Companies's portfolio in Q2 2025, its #137 holding.
81 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.