NewEdge Wealth
PSFF icon

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
Q2 		$524K Sell
15,280
-155
-1% -$5.22K 0.01% 844
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

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ausdal Financial Partners
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Financial Strategies Group
Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

NewEdge Wealth's PSFF Position: Q2 2026 in Review

NewEdge Wealth reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 1% in Q2 2026, selling an estimated $5.22K and leaving 15,280 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #844.

NewEdge Wealth first reported a position in PSFF in Q2 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

  • NewEdge Wealth held 15,280 shares of Pacer Swan SOS Fund of Funds ETF worth $524K as of Q2 2026.
  • NewEdge Wealth sold 155 Pacer Swan SOS Fund of Funds ETF shares in Q2 2026, an estimated $5.22K.
  • Pacer Swan SOS Fund of Funds ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #844 holding.
  • NewEdge Wealth first reported a position in Pacer Swan SOS Fund of Funds ETF in Q2 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.