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Hartline Investment Corp’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Hartline Investment Corp’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
2024
Q2 		– Sell
-10,085
Closed -$272K – 343
2024
Q1 		$272K Buy
+10,085
New +$267K 0.05% 308

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RGF
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

Hartline Investment Corp's PSFF Position: Q2 2024 in Review

Hartline Investment Corp sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q2 2024, closing a stake of 10,085 shares — an estimated $272K sold.

Hartline Investment Corp first reported a position in PSFF in Q1 2024 and held it in 1 quarter. The position peaked at $272K in Q1 2024. 61 funds tracked by Wall St. Rank hold PSFF as of Q2 2024.

  • Hartline Investment Corp reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q2 2024 after selling out during the quarter.
  • Hartline Investment Corp sold 10,085 Pacer Swan SOS Fund of Funds ETF shares in Q2 2024, an estimated $272K.
  • Hartline Investment Corp first reported a position in Pacer Swan SOS Fund of Funds ETF in Q1 2024 and held it in 1 quarter.
  • Hartline Investment Corp's Pacer Swan SOS Fund of Funds ETF position peaked at $272K in Q1 2024.
  • 61 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2024.

Based on Hartline Investment Corp's 13F filing for Q2 2024, filed 9 Aug 2024.