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 Q3	$573K	Sell	14,003 -952	-6%	-$38.5K	﹤0.01%	5000
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

Swan Global Investments Durango, Colorado $3.5B AUM 15.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Financial Network Wealth Advisors Murray, Utah $101M AUM 11.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.49B AUM 21.31% 1-Year Est. Return

Calton & Associates Tampa, Florida $903M AUM 21.29% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

LPL Financial's PSFD Position: Q3 2026 in Review

LPL Financial reduced its Pacer Swan SOS Flex January ETF (PSFD) stake by 6.4% in Q3 2026, selling an estimated $38.5K and leaving 14,003 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #5000.

LPL Financial first reported a position in PSFD in Q3 2024 and has held it in 9 quarters since. The position peaked at $729K in Q2 2025. 17 funds tracked by Wall St. Rank hold PSFD as of Q3 2026.

LPL Financial held 14,003 shares of Pacer Swan SOS Flex January ETF worth $573K as of Q3 2026.
LPL Financial sold 952 Pacer Swan SOS Flex January ETF shares in Q3 2026, an estimated $38.5K.
Pacer Swan SOS Flex January ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5000 holding.
LPL Financial first reported a position in Pacer Swan SOS Flex January ETF in Q3 2024 and has held it in 9 quarters since.
LPL Financial's Pacer Swan SOS Flex January ETF position peaked at $729K in Q2 2025.
17 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.