LPL Financial
PSFD icon

LPL Financial’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

LPL Financial’s Portfolio PSFD Stock Details PSFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$596K Sell
14,955
-368
-2% -$14.3K ﹤0.01% 4867
2026
Q1 		$559K Sell
15,323
-2,210
-13% -$82.6K ﹤0.01% 4661
2025
Q4 		$655K Sell
17,533
-794
-4% -$29.2K ﹤0.01% 4472
2025
Q3 		$665K Sell
18,327
-2,698
-13% -$95.7K ﹤0.01% 4387
2025
Q2 		$729K Hold
21,025
– – ﹤0.01% 4039
2025
Q1 		$682K Buy
21,025
+1,383
+7% +$46K ﹤0.01% 3876
2024
Q4 		$650K Buy
19,642
+7,761
+65% +$254K ﹤0.01% 3862
2024
Q3 		$384K Buy
+11,881
New +$377K ﹤0.01% 4233

Other funds holding PSFD

SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $683M AUM 28.95% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

LPL Financial's PSFD Position: Q2 2026 in Review

LPL Financial reduced its Pacer Swan SOS Flex January ETF (PSFD) stake by 2.4% in Q2 2026, selling an estimated $14.3K and leaving 14,955 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #4867.

LPL Financial first reported a position in PSFD in Q3 2024 and has held it in 8 quarters since. The position peaked at $729K in Q2 2025. 13 funds tracked by Wall St. Rank hold PSFD as of Q2 2026.

  • LPL Financial held 14,955 shares of Pacer Swan SOS Flex January ETF worth $596K as of Q2 2026.
  • LPL Financial sold 368 Pacer Swan SOS Flex January ETF shares in Q2 2026, an estimated $14.3K.
  • Pacer Swan SOS Flex January ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4867 holding.
  • LPL Financial first reported a position in Pacer Swan SOS Flex January ETF in Q3 2024 and has held it in 8 quarters since.
  • LPL Financial's Pacer Swan SOS Flex January ETF position peaked at $729K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.