Independent Financial Group’s Pacer Swan SOS Conservative January ETF PSCX Stock Holding History

Independent Financial Group’s Portfolio PSCX Stock Details PSCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$805K	Buy	24,669 +2,995	+14%	+$96.1K	0.02%	779
2026 Q1	$660K	Buy	21,674 +5,556	+34%	+$172K	0.01%	793
2025 Q4	$500K	Buy	16,118 +7,762	+93%	+$237K	0.01%	897
2025 Q3	$252K	Buy	+8,356	New	+$247K	0.01%	1167
2025 Q1	–	Sell	-17,167	Closed	-$475K	–	1245
2024 Q4	$475K	Sell	17,167 -63	-0.4%	-$1.73K	0.02%	713
2024 Q3	$468K	Hold	17,230	–	–	0.02%	679
2024 Q2	$455K	Hold	17,230	–	–	0.02%	637
2024 Q1	$442K	Buy	+17,230	New	+$431K	0.02%	628

Other funds holding PSCX

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Independent Financial Group's PSCX Position: Q2 2026 in Review

Independent Financial Group increased its Pacer Swan SOS Conservative January ETF (PSCX) stake by 14% in Q2 2026, buying an estimated $96.1K and bringing the position to 24,669 shares worth $805K. The position accounts for 0.02% of the portfolio, ranked #779.

Independent Financial Group first reported a position in PSCX in Q1 2024 and has held it in 8 quarters since. 10 funds tracked by Wall St. Rank hold PSCX as of Q2 2026.

Independent Financial Group held 24,669 shares of Pacer Swan SOS Conservative January ETF worth $805K as of Q2 2026.
Independent Financial Group bought 2,995 Pacer Swan SOS Conservative January ETF shares in Q2 2026, an estimated $96.1K.
Pacer Swan SOS Conservative January ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #779 holding.
Independent Financial Group first reported a position in Pacer Swan SOS Conservative January ETF in Q1 2024 and has held it in 8 quarters since.
10 funds tracked by Wall St. Rank held Pacer Swan SOS Conservative January ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.