MCC
PSFF icon

Money Concepts Capital’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,990
Closed -$43.5K – 2269
2022
Q4 		$43.5K Buy
+1,990
New +$42.9K ﹤0.01% 1308
2022
Q2 		– Sell
-1,990
Closed -$45K – 2330
2022
Q1 		$45K Buy
+1,990
New +$44.3K ﹤0.01% 1285

Other funds holding PSFF

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Money Concepts Capital's PSFF Position: Q1 2023 in Review

Money Concepts Capital sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q1 2023, closing a stake of 1,990 shares — an estimated $43.5K sold.

Money Concepts Capital first reported a position in PSFF in Q1 2022 and held it in 2 quarters. The position peaked at $45K in Q1 2022. 27 funds tracked by Wall St. Rank hold PSFF as of Q1 2023.

  • Money Concepts Capital reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,990 Pacer Swan SOS Fund of Funds ETF shares in Q1 2023, an estimated $43.5K.
  • Money Concepts Capital first reported a position in Pacer Swan SOS Fund of Funds ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Pacer Swan SOS Fund of Funds ETF position peaked at $45K in Q1 2022.
  • 27 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.