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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
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

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
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
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

Integrated Wealth Concepts's PSFF Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Pacer Swan SOS Fund of Funds ETF (PSFF) in Q1 2026: 40,711 shares worth $1.3M. The stake represents 0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in PSFF as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in PSFF in Q4 2024 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold PSFF as of Q1 2026.

  • Integrated Wealth Concepts held 40,711 shares of Pacer Swan SOS Fund of Funds ETF worth $1.3M as of Q1 2026.
  • Pacer Swan SOS Fund of Funds ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Pacer Swan SOS Fund of Funds ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #967 holding.
  • Integrated Wealth Concepts first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2024 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.