LPL Financial
PSFF icon

LPL Financial’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

LPL Financial’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 		$8.32M Sell
259,518
-6,051
-2% -$196K ﹤0.01% 2152
2025
Q4 		$8.59M Sell
265,569
-16,138
-6% -$515K ﹤0.01% 2065
2025
Q3 		$8.9M Sell
281,707
-4,768
-2% -$148K ﹤0.01% 1977
2025
Q2 		$8.73M Buy
286,475
+2,212
+0.8% +$64.1K ﹤0.01% 1850
2025
Q1 		$8.12M Sell
284,263
-58,619
-17% -$1.72M ﹤0.01% 1763
2024
Q4 		$10M Sell
342,882
-18,397
-5% -$536K ﹤0.01% 1546
2024
Q3 		$10.4M Buy
361,279
+15,691
+5% +$441K ﹤0.01% 1439
2024
Q2 		$9.6M Buy
345,588
+74,984
+28% +$2.04M ﹤0.01% 1408
2024
Q1 		$7.31M Sell
270,604
-2,182
-0.8% -$57.7K ﹤0.01% 1531
2023
Q4 		$7.06M Buy
272,786
+243,836
+842% +$6.05M ﹤0.01% 1464
2023
Q3 		$700K Sell
28,950
-425
-1% -$10.4K ﹤0.01% 3220
2023
Q2 		$715K Sell
29,375
-2,350
-7% -$55K ﹤0.01% 3146
2023
Q1 		$729K Hold
31,725
– – ﹤0.01% 3013
2022
Q4 		$693K Sell
31,725
-1,500
-5% -$32.4K ﹤0.01% 2964
2022
Q3 		$685K Sell
33,225
-500
-1% -$10.7K ﹤0.01% 2854
2022
Q2 		$708K Hold
33,725
– – ﹤0.01% 2879
2022
Q1 		$764K Hold
33,725
– – ﹤0.01% 2839
2021
Q4 		$769K Sell
33,725
-2,725
-7% -$61.3K ﹤0.01% 2888
2021
Q3 		$802K Buy
+36,450
New +$807K ﹤0.01% 2806

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

LPL Financial's PSFF Position: Q1 2026 in Review

LPL Financial reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 2.3% in Q1 2026, selling an estimated $196K and leaving 259,518 shares worth $8.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

LPL Financial first reported a position in PSFF in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.4M in Q3 2024. 92 funds tracked by Wall St. Rank hold PSFF as of Q1 2026.

  • LPL Financial held 259,518 shares of Pacer Swan SOS Fund of Funds ETF worth $8.32M as of Q1 2026.
  • LPL Financial sold 6,051 Pacer Swan SOS Fund of Funds ETF shares in Q1 2026, an estimated $196K.
  • Pacer Swan SOS Fund of Funds ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2152 holding.
  • LPL Financial first reported a position in Pacer Swan SOS Fund of Funds ETF in Q3 2021 and has held it in 19 quarters since.
  • LPL Financial's Pacer Swan SOS Fund of Funds ETF position peaked at $10.4M in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.