Gladstone Institutional Advisory’s Pacer Swan SOS Flex October ETF PSFO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$500K	Sell	14,447 -1,300	-8%	-$44K	0.02%	589
2026 Q1	$499K	Hold	15,747	–	–	0.02%	538
2025 Q4	$510K	Buy	+15,747	New	+$504K	0.02%	498

Other funds holding PSFO

FNWA

Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BBPWM

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

SEP

Signature Equity Partners Columbus, Ohio $218M AUM

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

Gladstone Institutional Advisory reduced its Pacer Swan SOS Flex October ETF (PSFO) stake by 8.3% in Q2 2026, selling an estimated $44K and leaving 14,447 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #589.

Gladstone Institutional Advisory first reported a position in PSFO in Q4 2025 and has held it in 3 quarters since. The position peaked at $510K in Q4 2025. 5 funds tracked by Wall St. Rank hold PSFO as of Q2 2026.

Gladstone Institutional Advisory held 14,447 shares of Pacer Swan SOS Flex October ETF worth $500K as of Q2 2026.
Gladstone Institutional Advisory sold 1,300 Pacer Swan SOS Flex October ETF shares in Q2 2026, an estimated $44K.
Pacer Swan SOS Flex October ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #589 holding.
Gladstone Institutional Advisory first reported a position in Pacer Swan SOS Flex October ETF in Q4 2025 and has held it in 3 quarters since.
Gladstone Institutional Advisory's Pacer Swan SOS Flex October ETF position peaked at $510K in Q4 2025.
5 funds tracked by Wall St. Rank held Pacer Swan SOS Flex October ETF as of Q2 2026.

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