IFG
PSFF icon

Independent Financial Group’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Independent Financial Group’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
Q2 		$2.09M Buy
60,967
+13,689
+29% +$461K 0.04% 439
2026
Q1 		$1.51M Buy
47,278
+4,826
+11% +$156K 0.03% 482
2025
Q4 		$1.37M Sell
42,452
-606
-1% -$19.3K 0.03% 516
2025
Q3 		$1.36M Sell
43,058
-127
-0.3% -$3.94K 0.03% 511
2025
Q2 		$1.32M Sell
43,185
-3,786
-8% -$110K 0.04% 462
2025
Q1 		$1.34M Sell
46,971
-58,231
-55% -$1.71M 0.05% 397
2024
Q4 		$3.08M Sell
105,202
-37,417
-26% -$1.09M 0.1% 193
2024
Q3 		$4.1M Sell
142,619
-6,410
-4% -$180K 0.15% 126
2024
Q2 		$4.14M Buy
149,029
+46,983
+46% +$1.28M 0.17% 121
2024
Q1 		$2.76M Buy
102,046
+59,268
+139% +$1.57M 0.13% 159
2023
Q4 		$1.11M Buy
42,778
+7,806
+22% +$194K 0.06% 333
2023
Q3 		$846K Buy
34,972
+3,964
+13% +$96.9K 0.06% 360
2023
Q2 		$754K Buy
31,008
+5,038
+19% +$118K 0.05% 380
2023
Q1 		$597K Sell
25,970
-2,963
-10% -$66.7K 0.05% 407
2022
Q4 		$632K Sell
28,933
-500
-2% -$10.8K 0.05% 364
2022
Q3 		$607K Buy
29,433
+1,666
+6% +$35.7K 0.06% 345
2022
Q2 		$583K Buy
+27,767
New +$596K 0.06% 339

Other funds holding PSFF

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

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

Independent Financial Group increased its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 29% in Q2 2026, buying an estimated $461K and bringing the position to 60,967 shares worth $2.09M. The position accounts for 0.04% of the portfolio, ranked #439.

Independent Financial Group first reported a position in PSFF in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.14M in Q2 2024. 93 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

  • Independent Financial Group held 60,967 shares of Pacer Swan SOS Fund of Funds ETF worth $2.09M as of Q2 2026.
  • Independent Financial Group bought 13,689 Pacer Swan SOS Fund of Funds ETF shares in Q2 2026, an estimated $461K.
  • Pacer Swan SOS Fund of Funds ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #439 holding.
  • Independent Financial Group first reported a position in Pacer Swan SOS Fund of Funds ETF in Q2 2022 and has held it in 17 quarters since.
  • Independent Financial Group's Pacer Swan SOS Fund of Funds ETF position peaked at $4.14M in Q2 2024.
  • 93 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

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