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 Q3	$238K	Buy	6,618 +25	+0.4%	+$882	﹤0.01%	5704
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

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

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

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

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

SEP

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial's PSFO Position: Q3 2026 in Review

LPL Financial increased its Pacer Swan SOS Flex October ETF (PSFO) stake by 0.38% in Q3 2026, buying an estimated $882 and bringing the position to 6,618 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #5704.

LPL Financial first reported a position in PSFO in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold PSFO as of Q3 2026.

LPL Financial held 6,618 shares of Pacer Swan SOS Flex October ETF worth $238K as of Q3 2026.
LPL Financial bought 25 Pacer Swan SOS Flex October ETF shares in Q3 2026, an estimated $882.
Pacer Swan SOS Flex October ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5704 holding.
LPL Financial first reported a position in Pacer Swan SOS Flex October ETF in Q4 2025 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held Pacer Swan SOS Flex October ETF as of Q3 2026.

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