MAI Capital Management’s Pacer Swan SOS Flex July ETF PSFJ Stock Holding History

MAI Capital Management’s Portfolio PSFJ Stock Details PSFJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.48M	Buy	+41,276	New	+$1.47M	0.01%	793

Other funds holding PSFJ

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

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

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

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

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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 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

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

MAI Capital Management's PSFJ Position: Q3 2026 in Review

MAI Capital Management opened a new position in Pacer Swan SOS Flex July ETF (PSFJ) in Q3 2026: 41,276 shares worth $1.48M. The stake represents 0.01% of the portfolio and ranks #793 among its holdings.

14 funds tracked by Wall St. Rank hold PSFJ as of Q3 2026.

MAI Capital Management held 41,276 shares of Pacer Swan SOS Flex July ETF worth $1.48M as of Q3 2026.
Pacer Swan SOS Flex July ETF was a new MAI Capital Management position in Q3 2026.
Pacer Swan SOS Flex July ETF made up 0.01% of MAI Capital Management's portfolio in Q3 2026, its #793 holding.
14 funds tracked by Wall St. Rank held Pacer Swan SOS Flex July ETF as of Q3 2026.

Based on MAI Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.