Gladstone Institutional Advisory’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

Gladstone Institutional Advisory’s Portfolio PSFD Stock Details PSFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$343K	Hold	8,616	–	–	0.01%	706
2026 Q1	$315K	Buy	+8,616	New	+$322K	0.01%	653

Other funds holding PSFD

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Gladstone Institutional Advisory's PSFD Position: Q2 2026 in Review

Gladstone Institutional Advisory held its Pacer Swan SOS Flex January ETF (PSFD) position steady in Q2 2026 at 8,616 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #706.

Gladstone Institutional Advisory first reported a position in PSFD in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold PSFD as of Q2 2026.

Gladstone Institutional Advisory held 8,616 shares of Pacer Swan SOS Flex January ETF worth $343K as of Q2 2026.
Gladstone Institutional Advisory left its Pacer Swan SOS Flex January ETF share count unchanged in Q2 2026.
Pacer Swan SOS Flex January ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #706 holding.
Gladstone Institutional Advisory first reported a position in Pacer Swan SOS Flex January ETF in Q1 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.