LPL Financial
PSFO icon

LPL Financial’s Pacer Swan SOS Flex October ETF PSFO Stock Holding History

LPL Financial’s Portfolio PSFO Stock Details PSFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$228K Sell
6,593
-24
-0.4% -$812 ﹤0.01% 5664
2026
Q1 		$210K Sell
6,617
-640
-9% -$20.7K ﹤0.01% 5463
2025
Q4 		$235K Buy
+7,257
New +$232K ﹤0.01% 5340

Other funds holding PSFO

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM

LPL Financial's PSFO Position: Q2 2026 in Review

LPL Financial reduced its Pacer Swan SOS Flex October ETF (PSFO) stake by 0.36% in Q2 2026, selling an estimated $812 and leaving 6,593 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #5664.

LPL Financial first reported a position in PSFO in Q4 2025 and has held it in 3 quarters since. The position peaked at $235K in Q4 2025. 5 funds tracked by Wall St. Rank hold PSFO as of Q2 2026.

  • LPL Financial held 6,593 shares of Pacer Swan SOS Flex October ETF worth $228K as of Q2 2026.
  • LPL Financial sold 24 Pacer Swan SOS Flex October ETF shares in Q2 2026, an estimated $812.
  • Pacer Swan SOS Flex October ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5664 holding.
  • LPL Financial first reported a position in Pacer Swan SOS Flex October ETF in Q4 2025 and has held it in 3 quarters since.
  • LPL Financial's Pacer Swan SOS Flex October ETF position peaked at $235K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Pacer Swan SOS Flex October ETF as of Q2 2026.

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