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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
Q3 		$2.32M Sell
66,016
-2,871
-4% -$100K 0.58% 35
2026
Q2 		$2.36M Sell
68,887
-224
-0.3% -$7.55K 0.6% 32
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

Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Quantum Financial Partners
Quantum Financial Partners Overland Park, Kansas $194M AUM
Trinity Wealth Management
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Wealth Network's PSFF Position: Q3 2026 in Review

Independent Wealth Network reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 4.2% in Q3 2026, selling an estimated $100K and leaving 66,016 shares worth $2.32M. The position accounts for 0.58% of the portfolio, ranked #35.

Independent Wealth Network first reported a position in PSFF in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.47M in Q4 2024. 17 funds tracked by Wall St. Rank hold PSFF as of Q3 2026.

  • Independent Wealth Network held 66,016 shares of Pacer Swan SOS Fund of Funds ETF worth $2.32M as of Q3 2026.
  • Independent Wealth Network sold 2,871 Pacer Swan SOS Fund of Funds ETF shares in Q3 2026, an estimated $100K.
  • Pacer Swan SOS Fund of Funds ETF made up 0.58% of Independent Wealth Network's portfolio in Q3 2026, its #35 holding.
  • Independent Wealth Network first reported a position in Pacer Swan SOS Fund of Funds ETF in Q2 2023 and has held it in 14 quarters since.
  • Independent Wealth Network's Pacer Swan SOS Fund of Funds ETF position peaked at $2.47M in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.