Holistic Planning
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Holistic Planning’s Pacer Swan SOS Flex July ETF PSFJ Stock Holding History

Holistic Planning’s Portfolio PSFJ Stock Details PSFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.21M Buy
+33,617
New +$1.2M 0.17% 117

Other funds holding PSFJ

Financial Network Wealth Advisors
Financial Network Wealth Advisors Murray, Utah $101M AUM 11.91% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Holistic Planning's PSFJ Position: Q3 2026 in Review

Holistic Planning opened a new position in Pacer Swan SOS Flex July ETF (PSFJ) in Q3 2026: 33,617 shares worth $1.21M. The stake represents 0.17% of the portfolio and ranks #117 among its holdings.

7 funds tracked by Wall St. Rank hold PSFJ as of Q3 2026.

  • Holistic Planning held 33,617 shares of Pacer Swan SOS Flex July ETF worth $1.21M as of Q3 2026.
  • Pacer Swan SOS Flex July ETF was a new Holistic Planning position in Q3 2026.
  • Pacer Swan SOS Flex July ETF made up 0.17% of Holistic Planning's portfolio in Q3 2026, its #117 holding.
  • 7 funds tracked by Wall St. Rank held Pacer Swan SOS Flex July ETF as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.