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NewEdge Wealth’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

NewEdge Wealth’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
Q1 		$495K Buy
+15,435
New +$500K 0.01% 820
2025
Q3 		– Sell
-14,481
Closed -$451K – 1056
2025
Q2 		$451K Buy
+14,481
New +$419K 0.01% 740

Other funds holding PSFF

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $149M AUM 15.23% 1-Year Est. Return

NewEdge Wealth's PSFF Position: Q1 2026 in Review

NewEdge Wealth opened a new position in Pacer Swan SOS Fund of Funds ETF (PSFF) in Q1 2026: 15,435 shares worth $495K. The stake represents 0.01% of the portfolio and ranks #820 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in PSFF as recently as Q2 2025.

NewEdge Wealth first reported a position in PSFF in Q2 2025 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold PSFF as of Q1 2026.

  • NewEdge Wealth held 15,435 shares of Pacer Swan SOS Fund of Funds ETF worth $495K as of Q1 2026.
  • Pacer Swan SOS Fund of Funds ETF was a new NewEdge Wealth position in Q1 2026.
  • Pacer Swan SOS Fund of Funds ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #820 holding.
  • NewEdge Wealth first reported a position in Pacer Swan SOS Fund of Funds ETF in Q2 2025 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.