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Harbour Investments’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

Harbour Investments’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
2025
Q4 		– Sell
-836
Closed -$30.3K – 3987
2025
Q3 		$30.3K Buy
+836
New +$29.7K ﹤0.01% 2139
2025
Q2 		– Sell
-1,341
Closed -$43.5K – 3698
2025
Q1 		$43.5K Buy
1,341
+174
+15% +$5.79K ﹤0.01% 1831
2024
Q4 		$38.6K Hold
1,167
– – ﹤0.01% 1837
2024
Q3 		$37.8K Hold
1,167
– – ﹤0.01% 1797
2024
Q2 		$36.7K Hold
1,167
– – ﹤0.01% 1700
2024
Q1 		$35.6K Sell
1,167
-1,015
-47% -$30.1K ﹤0.01% 1693
2023
Q4 		$63K Hold
2,182
– – ﹤0.01% 1358
2023
Q3 		$57.8K Hold
2,182
– – ﹤0.01% 1288
2023
Q2 		$58.8K Hold
2,182
– – ﹤0.01% 1286
2023
Q1 		$55.2K Hold
2,182
– – ﹤0.01% 1309
2022
Q4 		$52.1K Hold
2,182
– – ﹤0.01% 1279
2022
Q3 		$47K Hold
2,182
– – ﹤0.01% 1293
2022
Q2 		$47K Buy
+2,182
New +$49.2K ﹤0.01% 1293
2021
Q4 		$40K Buy
+1,624
New +$38.9K ﹤0.01% 1365

Other funds holding PSFD

SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbour Investments's PSFD Position: Q4 2025 in Review

Harbour Investments sold out of Pacer Swan SOS Flex January ETF (PSFD) in Q4 2025, closing a stake of 836 shares — an estimated $30.3K sold.

Harbour Investments first reported a position in PSFD in Q4 2021 and held it in 14 quarters. The position peaked at $63K in Q4 2023. 15 funds tracked by Wall St. Rank hold PSFD as of Q4 2025.

  • Harbour Investments reported no remaining Pacer Swan SOS Flex January ETF position as of Q4 2025 after selling out during the quarter.
  • Harbour Investments sold 836 Pacer Swan SOS Flex January ETF shares in Q4 2025, an estimated $30.3K.
  • Harbour Investments first reported a position in Pacer Swan SOS Flex January ETF in Q4 2021 and held it in 14 quarters.
  • Harbour Investments's Pacer Swan SOS Flex January ETF position peaked at $63K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q4 2025.

Based on Harbour Investments's 13F filing for Q4 2025, filed 9 Feb 2026.