Financial Network Wealth Advisors’s Pacer Swan SOS Flex July ETF PSFJ Stock Holding History

Financial Network Wealth Advisors’s Portfolio PSFJ Stock Details PSFJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$555K	Buy	15,442 +4,851	+46%	+$173K	0.55%	36
2026 Q2	$372K	Sell	10,591 -4,015	-27%	-$139K	0.38%	53
2026 Q1	$477K	Sell	14,606 -130	-0.9%	-$4.32K	0.49%	34
2025 Q4	$489K	Hold	14,736	–	–	0.51%	36
2025 Q3	$478K	Buy	14,736 +591	+4%	+$18.7K	0.52%	36
2025 Q2	$439K	Buy	14,145 +3,280	+30%	+$95.1K	0.53%	38
2025 Q1	$309K	Hold	10,865	–	–	0.41%	52
2024 Q4	$317K	Sell	10,865 -6,498	-37%	-$189K	0.59%	31
2024 Q3	$498K	Sell	17,363 -749	-4%	-$20.9K	0.41%	53
2024 Q2	$498K	Sell	18,112 -670	-4%	-$18K	0.37%	60
2024 Q1	$502K	Sell	18,782 -535	-3%	-$13.9K	0.5%	56
2023 Q4	$485K	Buy	+19,317	New	+$463K	0.52%	50

Other funds holding PSFJ

Swan Global Investments Durango, Colorado $3.5B AUM 15.48% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Financial Network Wealth Advisors's PSFJ Position: Q3 2026 in Review

Financial Network Wealth Advisors increased its Pacer Swan SOS Flex July ETF (PSFJ) stake by 46% in Q3 2026, buying an estimated $173K and bringing the position to 15,442 shares worth $555K. The position accounts for 0.55% of the portfolio, ranked #36.

Financial Network Wealth Advisors first reported a position in PSFJ in Q4 2023 and has held it in 12 quarters since. 11 funds tracked by Wall St. Rank hold PSFJ as of Q3 2026.

Financial Network Wealth Advisors held 15,442 shares of Pacer Swan SOS Flex July ETF worth $555K as of Q3 2026.
Financial Network Wealth Advisors bought 4,851 Pacer Swan SOS Flex July ETF shares in Q3 2026, an estimated $173K.
Pacer Swan SOS Flex July ETF made up 0.55% of Financial Network Wealth Advisors's portfolio in Q3 2026, its #36 holding.
Financial Network Wealth Advisors first reported a position in Pacer Swan SOS Flex July ETF in Q4 2023 and has held it in 12 quarters since.
11 funds tracked by Wall St. Rank held Pacer Swan SOS Flex July ETF as of Q3 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.