Financial Network Wealth Advisors’s Pacer Swan SOS Flex April ETF PSFM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$93.7K	Hold	2,688	–	–	0.1%	183
2026 Q1	$87.2K	Hold	2,688	–	–	0.09%	185
2025 Q4	$85.6K	Hold	2,688	–	–	0.09%	190
2025 Q3	$83.8K	Sell	2,688 -3,011	-53%	-$92.4K	0.09%	187
2025 Q2	$172K	Hold	5,699	–	–	0.21%	95
2025 Q1	$163K	Hold	5,699	–	–	0.21%	89
2024 Q4	$169K	Sell	5,699 -9,831	-63%	-$291K	0.31%	64
2024 Q3	$451K	Sell	15,530 -2,934	-16%	-$82.8K	0.37%	56
2024 Q2	$515K	Buy	18,464 +10,210	+124%	+$276K	0.38%	58
2024 Q1	$222K	Buy	+8,254	New	+$219K	0.22%	108

Other funds holding PSFM

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Financial Network Wealth Advisors's PSFM Position: Q2 2026 in Review

Financial Network Wealth Advisors held its Pacer Swan SOS Flex April ETF (PSFM) position steady in Q2 2026 at 2,688 shares worth $93.7K. The position accounts for 0.1% of the portfolio, ranked #183.

Financial Network Wealth Advisors first reported a position in PSFM in Q1 2024 and has held it in 10 quarters since. The position peaked at $515K in Q2 2024. 10 funds tracked by Wall St. Rank hold PSFM as of Q2 2026.

Financial Network Wealth Advisors held 2,688 shares of Pacer Swan SOS Flex April ETF worth $93.7K as of Q2 2026.
Financial Network Wealth Advisors left its Pacer Swan SOS Flex April ETF share count unchanged in Q2 2026.
Pacer Swan SOS Flex April ETF made up 0.1% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #183 holding.
Financial Network Wealth Advisors first reported a position in Pacer Swan SOS Flex April ETF in Q1 2024 and has held it in 10 quarters since.
Financial Network Wealth Advisors's Pacer Swan SOS Flex April ETF position peaked at $515K in Q2 2024.
10 funds tracked by Wall St. Rank held Pacer Swan SOS Flex April ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.