Keystone Financial Services (Nebraska)’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Keystone Financial Services (Nebraska)’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 Q2	$12.7M	Buy	369,114 +8,798	+2%	+$296K	7.61%	4
2026 Q1	$11.5M	Buy	360,316 +22,851	+7%	+$740K	7.77%	4
2025 Q4	$10.9M	Buy	337,465 +7,236	+2%	+$231K	7.43%	4
2025 Q3	$10.4M	Buy	330,229 +9,385	+3%	+$292K	7.3%	4
2025 Q2	$9.78M	Buy	320,844 +15,730	+5%	+$456K	7.43%	4
2025 Q1	$8.71M	Buy	305,114 +21,111	+7%	+$620K	7.38%	4
2024 Q4	$8.32M	Buy	+284,003	New	+$8.27M	7.63%	4

Other funds holding PSFF

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Keystone Financial Services (Nebraska)'s PSFF Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) increased its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 2.4% in Q2 2026, buying an estimated $296K and bringing the position to 369,114 shares worth $12.7M. The position accounts for 7.61% of the portfolio, ranked #4.

Keystone Financial Services (Nebraska) first reported a position in PSFF in Q4 2024 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

Keystone Financial Services (Nebraska) held 369,114 shares of Pacer Swan SOS Fund of Funds ETF worth $12.7M as of Q2 2026.
Keystone Financial Services (Nebraska) bought 8,798 Pacer Swan SOS Fund of Funds ETF shares in Q2 2026, an estimated $296K.
Pacer Swan SOS Fund of Funds ETF made up 7.61% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #4 holding.
Keystone Financial Services (Nebraska) first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2024 and has held it in 7 quarters since.
39 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.