Kestra Advisory Services’s Pacer Swan SOS Conservative January ETF PSCX Stock Holding History

Kestra Advisory Services’s Portfolio PSCX Stock Details PSCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,502	Closed	-$109K	–	4098
2025 Q4	$109K	Buy	+3,502	New	+$107K	﹤0.01%	3360
2023 Q2	–	Sell	-10,590	Closed	-$233K	–	2173
2023 Q1	$233K	Sell	10,590 -1,051	-9%	-$22.7K	﹤0.01%	1732
2022 Q4	$244K	Buy	+11,641	New	+$243K	﹤0.01%	1884

Other funds holding PSCX

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Kestra Advisory Services's PSCX Position: Q1 2026 in Review

Kestra Advisory Services sold out of Pacer Swan SOS Conservative January ETF (PSCX) in Q1 2026, closing a stake of 3,502 shares — an estimated $109K sold.

Kestra Advisory Services first reported a position in PSCX in Q4 2022 and held it in 3 quarters. The position peaked at $244K in Q4 2022. 9 funds tracked by Wall St. Rank hold PSCX as of Q1 2026.

Kestra Advisory Services reported no remaining Pacer Swan SOS Conservative January ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 3,502 Pacer Swan SOS Conservative January ETF shares in Q1 2026, an estimated $109K.
Kestra Advisory Services first reported a position in Pacer Swan SOS Conservative January ETF in Q4 2022 and held it in 3 quarters.
Kestra Advisory Services's Pacer Swan SOS Conservative January ETF position peaked at $244K in Q4 2022.
9 funds tracked by Wall St. Rank held Pacer Swan SOS Conservative January ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.