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Latitude Advisors’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Latitude Advisors’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
2022
Q2 		– Sell
-20,535
Closed -$465K – 275
2022
Q1 		$465K Sell
20,535
-8,267
-29% -$184K 0.1% 189
2021
Q4 		$657K Buy
+28,802
New +$648K 0.18% 119

Other funds holding PSFF

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Latitude Advisors's PSFF Position: Q2 2022 in Review

Latitude Advisors sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q2 2022, closing a stake of 20,535 shares — an estimated $465K sold.

Latitude Advisors first reported a position in PSFF in Q4 2021 and held it in 2 quarters. The position peaked at $657K in Q4 2021. 27 funds tracked by Wall St. Rank hold PSFF as of Q2 2022.

  • Latitude Advisors reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q2 2022 after selling out during the quarter.
  • Latitude Advisors sold 20,535 Pacer Swan SOS Fund of Funds ETF shares in Q2 2022, an estimated $465K.
  • Latitude Advisors first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2021 and held it in 2 quarters.
  • Latitude Advisors's Pacer Swan SOS Fund of Funds ETF position peaked at $657K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.