IA
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IFP Advisors’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

IFP Advisors’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
2026
Q1 		$16.8K Buy
523
+5
+1% +$162 ﹤0.01% 2867
2025
Q4 		$16.7K Hold
518
– – ﹤0.01% 2808
2025
Q3 		$16.4K Buy
518
+513
+10,260% +$15.9K ﹤0.01% 2681
2025
Q2 		$152 Buy
+5
New +$145 ﹤0.01% 4682
2023
Q1 		– Sell
-38,368
Closed -$779K – 4192
2022
Q4 		$779K Buy
38,368
+13,535
+55% +$292K 0.02% 724
2022
Q3 		$504K Buy
24,833
+20,133
+428% +$432K 0.01% 934
2022
Q2 		$95K Hold
4,700
– – ﹤0.01% 1715
2022
Q1 		$95K Buy
+4,700
New +$105K ﹤0.01% 1715

Other funds holding PSFF

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $149M AUM 15.23% 1-Year Est. Return