Financial Strategies Group’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Financial Strategies Group’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
2026 Q2	$15.7M	Buy	456,621 +9,930	+2%	+$335K	2.51%	10
2026 Q1	$15M	Buy	446,691 +19,157	+4%	+$620K	2.5%	11
2025 Q4	$13.9M	Buy	427,534 +2,823	+0.7%	+$90.1K	2.52%	10
2025 Q3	$13.5M	Buy	424,711 +6,732	+2%	+$209K	2.58%	11
2025 Q2	$12.8M	Buy	417,979 +7,543	+2%	+$218K	2.67%	9
2025 Q1	$11.5M	Sell	410,436 -2,682	-0.6%	-$78.7K	2.72%	8
2024 Q4	$12M	Sell	413,118 -2,742	-0.7%	-$79.8K	2.88%	9
2024 Q3	$12M	Buy	415,860 +3,563	+0.9%	+$100K	2.82%	9
2024 Q2	$11.6M	Sell	412,297 -3,805	-0.9%	-$103K	2.91%	10
2024 Q1	$11.2M	Buy	+416,102	New	+$11M	3.02%	10

Other funds holding PSFF

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

MWM

Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

KFSN

Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return

Financial Strategies Group's PSFF Position: Q2 2026 in Review

Financial Strategies Group increased its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 2.2% in Q2 2026, buying an estimated $335K and bringing the position to 456,621 shares worth $15.7M. The position accounts for 2.51% of the portfolio, ranked #10.

Financial Strategies Group first reported a position in PSFF in Q1 2024 and has held it in 10 quarters since. 93 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

Financial Strategies Group held 456,621 shares of Pacer Swan SOS Fund of Funds ETF worth $15.7M as of Q2 2026.
Financial Strategies Group bought 9,930 Pacer Swan SOS Fund of Funds ETF shares in Q2 2026, an estimated $335K.
Pacer Swan SOS Fund of Funds ETF made up 2.51% of Financial Strategies Group's portfolio in Q2 2026, its #10 holding.
Financial Strategies Group first reported a position in Pacer Swan SOS Fund of Funds ETF in Q1 2024 and has held it in 10 quarters since.
93 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.