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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
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

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $149M AUM 15.23% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $166M AUM 26.42% 1-Year Est. Return

Financial Strategies Group's PSFF Position: Q1 2026 in Review

Financial Strategies Group increased its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 4.5% in Q1 2026, buying an estimated $620K and bringing the position to 446,691 shares worth $15M. The position accounts for 2.5% of the portfolio, ranked #11.

Financial Strategies Group first reported a position in PSFF in Q1 2024 and has held it in 9 quarters since. 92 funds tracked by Wall St. Rank hold PSFF as of Q1 2026.

  • Financial Strategies Group held 446,691 shares of Pacer Swan SOS Fund of Funds ETF worth $15M as of Q1 2026.
  • Financial Strategies Group bought 19,157 Pacer Swan SOS Fund of Funds ETF shares in Q1 2026, an estimated $620K.
  • Pacer Swan SOS Fund of Funds ETF made up 2.5% of Financial Strategies Group's portfolio in Q1 2026, its #11 holding.
  • Financial Strategies Group first reported a position in Pacer Swan SOS Fund of Funds ETF in Q1 2024 and has held it in 9 quarters since.
  • 92 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.