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

New Century 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
2025 Q4	–	Sell	-31,269	Closed	-$988K	–	46
2025 Q3	$988K	Sell	31,269 -46,278	-60%	-$1.44M	1.76%	28
2025 Q2	$2.36M	Buy	+77,547	New	+$2.25M	2.77%	5
2025 Q1	–	Sell	-242,391	Closed	-$7.14M	–	272
2024 Q4	$7.14M	Buy	242,391 +31,288	+15%	+$911K	3.04%	1
2024 Q3	$6.07M	Sell	211,103 -85,953	-29%	-$2.41M	2.22%	5
2024 Q2	$8.26M	Sell	297,056 -15,844	-5%	-$431K	3.51%	1
2024 Q1	$8.45M	Buy	312,900 +122,874	+65%	+$3.25M	5.86%	2
2023 Q4	$4.92M	Buy	+190,026	New	+$4.71M	4.25%	2

Other funds holding PSFF

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

MWM

Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

FSG

Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

CFG

Copley Financial Group San Diego, California $166M AUM 26.42% 1-Year Est. Return

New Century Financial Group's PSFF Position: Q4 2025 in Review

New Century Financial Group sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q4 2025, closing a stake of 31,269 shares — an estimated $988K sold.

New Century Financial Group first reported a position in PSFF in Q4 2023 and held it in 7 quarters. The position peaked at $8.45M in Q1 2024. 89 funds tracked by Wall St. Rank hold PSFF as of Q4 2025.

New Century Financial Group reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q4 2025 after selling out during the quarter.
New Century Financial Group sold 31,269 Pacer Swan SOS Fund of Funds ETF shares in Q4 2025, an estimated $988K.
New Century Financial Group first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2023 and held it in 7 quarters.
New Century Financial Group's Pacer Swan SOS Fund of Funds ETF position peaked at $8.45M in Q1 2024.
89 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.