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Integrated Wealth Concepts’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Integrated Wealth Concepts’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 		$1.5M Buy
43,708
+2,997
+7% +$101K 0.01% 1101
2026
Q1 		$1.3M Buy
+40,711
New +$1.32M 0.01% 967
2025
Q4 		– Sell
-35,509
Closed -$1.12M – 1948
2025
Q3 		$1.12M Sell
35,509
-1,255
-3% -$39K 0.01% 918
2025
Q2 		$1.12M Buy
36,764
+433
+1% +$12.5K 0.01% 863
2025
Q1 		$1.04M Buy
36,331
+3,945
+12% +$116K 0.01% 812
2024
Q4 		$949K Buy
+32,386
New +$943K 0.01% 839

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

Integrated Wealth Concepts's PSFF Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 7.4% in Q2 2026, buying an estimated $101K and bringing the position to 43,708 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #1101.

Integrated Wealth Concepts first reported a position in PSFF in Q4 2024 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

  • Integrated Wealth Concepts held 43,708 shares of Pacer Swan SOS Fund of Funds ETF worth $1.5M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,997 Pacer Swan SOS Fund of Funds ETF shares in Q2 2026, an estimated $101K.
  • Pacer Swan SOS Fund of Funds ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1101 holding.
  • Integrated Wealth Concepts first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2024 and has held it in 6 quarters since.
  • 93 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.