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Kestra Advisory Services’s Pacer Swan SOS Flex April ETF PSFM Stock Holding History

Kestra Advisory Services’s Portfolio PSFM Stock Details PSFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,219
Closed -$70.6K – 4100
2025
Q4 		$70.6K Buy
+2,219
New +$69.7K ﹤0.01% 3703

Other funds holding PSFM

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $97.7M AUM 14.21% 1-Year Est. Return

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

Kestra Advisory Services sold out of Pacer Swan SOS Flex April ETF (PSFM) in Q1 2026, closing a stake of 2,219 shares — an estimated $70.6K sold.

Kestra Advisory Services first reported a position in PSFM in Q4 2025 and held it in 1 quarter. The position peaked at $70.6K in Q4 2025. 11 funds tracked by Wall St. Rank hold PSFM as of Q1 2026.

  • Kestra Advisory Services reported no remaining Pacer Swan SOS Flex April ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,219 Pacer Swan SOS Flex April ETF shares in Q1 2026, an estimated $70.6K.
  • Kestra Advisory Services first reported a position in Pacer Swan SOS Flex April ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Pacer Swan SOS Flex April ETF position peaked at $70.6K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Pacer Swan SOS Flex April ETF as of Q1 2026.

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