Independent Wealth Network’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Independent Wealth Network’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	$2.21M	Sell	69,111 -2,529	-4%	-$81.9K	0.66%	34
2025 Q4	$2.32M	Sell	71,640 -563	-0.8%	-$18K	0.71%	31
2025 Q3	$2.28M	Sell	72,203 -6,176	-8%	-$192K	0.73%	34
2025 Q2	$2.39M	Sell	78,379 -2,448	-3%	-$70.9K	0.87%	26
2025 Q1	$2.31M	Sell	80,827 -3,603	-4%	-$106K	0.92%	25
2024 Q4	$2.47M	Buy	84,430 +7,305	+9%	+$213K	1%	20
2024 Q3	$2.22M	Buy	77,125 +6,664	+9%	+$187K	0.98%	24
2024 Q2	$1.96M	Buy	70,461 +19,366	+38%	+$526K	0.91%	28
2024 Q1	$1.38M	Sell	51,095 -108	-0.2%	-$2.86K	0.65%	39
2023 Q4	$1.33M	Buy	51,203 +6,007	+13%	+$149K	0.7%	35
2023 Q3	$1.09M	Buy	45,196 +22,346	+98%	+$546K	0.67%	36
2023 Q2	$556K	Buy	+22,850	New	+$535K	0.33%	79

Other funds holding PSFF

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 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

Independent Wealth Network's PSFF Position: Q1 2026 in Review

Independent Wealth Network reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 3.5% in Q1 2026, selling an estimated $81.9K and leaving 69,111 shares worth $2.21M. The position accounts for 0.66% of the portfolio, ranked #34.

Independent Wealth Network first reported a position in PSFF in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.47M in Q4 2024. 92 funds tracked by Wall St. Rank hold PSFF as of Q1 2026.

Independent Wealth Network held 69,111 shares of Pacer Swan SOS Fund of Funds ETF worth $2.21M as of Q1 2026.
Independent Wealth Network sold 2,529 Pacer Swan SOS Fund of Funds ETF shares in Q1 2026, an estimated $81.9K.
Pacer Swan SOS Fund of Funds ETF made up 0.66% of Independent Wealth Network's portfolio in Q1 2026, its #34 holding.
Independent Wealth Network first reported a position in Pacer Swan SOS Fund of Funds ETF in Q2 2023 and has held it in 12 quarters since.
Independent Wealth Network's Pacer Swan SOS Fund of Funds ETF position peaked at $2.47M in Q4 2024.
92 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.