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

Merit Financial Group’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
Q2 		$5.04M Buy
146,873
+10,865
+8% +$366K 0.03% 434
2026
Q1 		$4.36M Buy
136,008
+16,047
+13% +$519K 0.03% 426
2025
Q4 		$3.88M Buy
+119,961
New +$3.83M 0.03% 427

Other funds holding PSFF

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group's PSFF Position: Q2 2026 in Review

Merit Financial Group increased its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 8% in Q2 2026, buying an estimated $366K and bringing the position to 146,873 shares worth $5.04M. The position accounts for 0.03% of the portfolio, ranked #434.

Merit Financial Group first reported a position in PSFF in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

  • Merit Financial Group held 146,873 shares of Pacer Swan SOS Fund of Funds ETF worth $5.04M as of Q2 2026.
  • Merit Financial Group bought 10,865 Pacer Swan SOS Fund of Funds ETF shares in Q2 2026, an estimated $366K.
  • Pacer Swan SOS Fund of Funds ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #434 holding.
  • Merit Financial Group first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.