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 Q2	$3.22M	Sell	93,739 -1,775	-2%	-$59.8K	0.95%	22
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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFP

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

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FSG

Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

O'Donnell Financial Services's PSFF Position: Q2 2026 in Review

O'Donnell Financial Services reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 1.9% in Q2 2026, selling an estimated $59.8K and leaving 93,739 shares worth $3.22M. The position accounts for 0.95% of the portfolio, ranked #22.

O'Donnell Financial Services first reported a position in PSFF in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.1M in Q4 2023. 93 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

O'Donnell Financial Services held 93,739 shares of Pacer Swan SOS Fund of Funds ETF worth $3.22M as of Q2 2026.
O'Donnell Financial Services sold 1,775 Pacer Swan SOS Fund of Funds ETF shares in Q2 2026, an estimated $59.8K.
Pacer Swan SOS Fund of Funds ETF made up 0.95% of O'Donnell Financial Services's portfolio in Q2 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 12 quarters since.
O'Donnell Financial Services's Pacer Swan SOS Fund of Funds ETF position peaked at $16.1M in Q4 2023.
93 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.