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O'Donnell Financial Services’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

O'Donnell Financial Services’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 		$3.06M Sell
95,514
-4,797
-5% -$155K 1.05% 22
2025
Q4 		$3.24M Buy
100,311
+4,089
+4% +$130K 1.11% 20
2025
Q3 		$3.04M Sell
96,222
-33,552
-26% -$1.04M 1.08% 20
2025
Q2 		$3.96M Sell
129,774
-9,841
-7% -$285K 1.52% 18
2025
Q1 		$3.99M Sell
139,615
-54,822
-28% -$1.61M 1.65% 17
2024
Q4 		$5.57M Sell
194,437
-4,745
-2% -$138K 2.33% 12
2024
Q3 		$5.72M Buy
199,182
+175
+0.1% +$4.92K 2.33% 12
2024
Q2 		$5.53M Buy
199,007
+3,907
+2% +$106K 2.46% 11
2024
Q1 		$5.27M Sell
195,100
-427,081
-69% -$11.3M 2.41% 13
2023
Q4 		$16.1M Buy
622,181
+433,160
+229% +$10.7M 8.07% 3
2023
Q3 		$4.57M Buy
+189,021
New +$4.62M 2.54% 8

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

O'Donnell Financial Services's PSFF Position: Q1 2026 in Review

O'Donnell Financial Services reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 4.8% in Q1 2026, selling an estimated $155K and leaving 95,514 shares worth $3.06M. The position accounts for 1.05% of the portfolio, ranked #22.

O'Donnell Financial Services first reported a position in PSFF in Q3 2023 and has held it in 11 quarters since. The position peaked at $16.1M in Q4 2023. 92 funds tracked by Wall St. Rank hold PSFF as of Q1 2026.

  • O'Donnell Financial Services held 95,514 shares of Pacer Swan SOS Fund of Funds ETF worth $3.06M as of Q1 2026.
  • O'Donnell Financial Services sold 4,797 Pacer Swan SOS Fund of Funds ETF shares in Q1 2026, an estimated $155K.
  • Pacer Swan SOS Fund of Funds ETF made up 1.05% of O'Donnell Financial Services's portfolio in Q1 2026, its #22 holding.
  • O'Donnell Financial Services first reported a position in Pacer Swan SOS Fund of Funds ETF in Q3 2023 and has held it in 11 quarters since.
  • O'Donnell Financial Services's Pacer Swan SOS Fund of Funds ETF position peaked at $16.1M in Q4 2023.
  • 92 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.