HP
PSFO icon

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
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 $35.6B AUM 18.19% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $97.7M AUM 14.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $186M AUM

Holistic Planning's PSFO Position: Q1 2026 in Review

Holistic Planning increased its Pacer Swan SOS Flex October ETF (PSFO) stake by 1.3% in Q1 2026, buying an estimated $19.6K and bringing the position to 46,726 shares worth $1.48M. The position accounts for 0.3% of the portfolio, ranked #73.

Holistic Planning first reported a position in PSFO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.49M in Q4 2025. 12 funds tracked by Wall St. Rank hold PSFO as of Q1 2026.

  • Holistic Planning held 46,726 shares of Pacer Swan SOS Flex October ETF worth $1.48M as of Q1 2026.
  • Holistic Planning bought 604 Pacer Swan SOS Flex October ETF shares in Q1 2026, an estimated $19.6K.
  • Pacer Swan SOS Flex October ETF made up 0.3% of Holistic Planning's portfolio in Q1 2026, its #73 holding.
  • Holistic Planning first reported a position in Pacer Swan SOS Flex October ETF in Q4 2025 and has held it in 2 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 Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.