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Holistic Planning’s Pacer Swan SOS Flex October ETF PSFO Stock Holding History

Holistic Planning’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 		$1.41M Sell
40,688
-6,038
-13% -$204K 0.22% 103
2026
Q1 		$1.48M Buy
46,726
+604
+1% +$19.6K 0.3% 73
2025
Q4 		$1.49M Buy
+46,122
New +$1.48M 0.32% 68

Other funds holding PSFO

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Holistic Planning's PSFO Position: Q2 2026 in Review

Holistic Planning reduced its Pacer Swan SOS Flex October ETF (PSFO) stake by 13% in Q2 2026, selling an estimated $204K and leaving 40,688 shares worth $1.41M. The position accounts for 0.22% of the portfolio, ranked #103.

Holistic Planning first reported a position in PSFO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.49M in Q4 2025. 12 funds tracked by Wall St. Rank hold PSFO as of Q2 2026.

  • Holistic Planning held 40,688 shares of Pacer Swan SOS Flex October ETF worth $1.41M as of Q2 2026.
  • Holistic Planning sold 6,038 Pacer Swan SOS Flex October ETF shares in Q2 2026, an estimated $204K.
  • Pacer Swan SOS Flex October ETF made up 0.22% of Holistic Planning's portfolio in Q2 2026, its #103 holding.
  • Holistic Planning first reported a position in Pacer Swan SOS Flex October ETF in Q4 2025 and has held it in 3 quarters since.
  • Holistic Planning's Pacer Swan SOS Flex October ETF position peaked at $1.49M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Pacer Swan SOS Flex October ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.