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

IronOak Wealth’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
2024
Q4 		$3.26M Buy
+111,276
New +$3.24M 3.65% 7

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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return

IronOak Wealth's PSFF Position: Q4 2024 in Review

IronOak Wealth opened a new position in Pacer Swan SOS Fund of Funds ETF (PSFF) in Q4 2024: 111,276 shares worth $3.26M. The stake represents 3.65% of the portfolio and ranks #7 among its holdings.

78 funds tracked by Wall St. Rank hold PSFF as of Q4 2024.

  • IronOak Wealth held 111,276 shares of Pacer Swan SOS Fund of Funds ETF worth $3.26M as of Q4 2024.
  • Pacer Swan SOS Fund of Funds ETF was a new IronOak Wealth position in Q4 2024.
  • Pacer Swan SOS Fund of Funds ETF made up 3.65% of IronOak Wealth's portfolio in Q4 2024, its #7 holding.
  • 78 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.