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Kestra Private Wealth Services’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Kestra Private Wealth Services’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 		$11M Buy
343,304
+42,984
+14% +$1.39M 0.14% 169
2025
Q4 		$9.71M Buy
300,320
+49,701
+20% +$1.59M 0.12% 181
2025
Q3 		$7.92M Buy
250,619
+194,753
+349% +$6.05M 0.1% 219
2025
Q2 		$1.7M Buy
55,866
+5,475
+11% +$159K 0.02% 547
2025
Q1 		$1.44M Buy
50,391
+1,586
+3% +$46.6K 0.02% 552
2024
Q4 		$1.43M Sell
48,805
-5,029
-9% -$146K 0.02% 529
2024
Q3 		$1.55M Buy
53,834
+25,019
+87% +$703K 0.03% 488
2024
Q2 		$801K Sell
28,815
-19,126
-40% -$520K 0.02% 647
2024
Q1 		$1.29M Buy
47,941
+11,444
+31% +$303K 0.03% 489
2023
Q4 		$945K Buy
+36,497
New +$905K 0.02% 542
2023
Q3 		– Sell
-21,421
Closed -$521K – 1202
2023
Q2 		$521K Buy
21,421
+2,167
+11% +$50.7K 0.02% 622
2023
Q1 		$442K Buy
+19,254
New +$433K 0.02% 640

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