OPS
PSFF icon

Orion Portfolio Solutions’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-8,712
Closed -$255K – 1955
2024
Q4 		$255K Sell
8,712
-5,544
-39% -$161K ﹤0.01% 1632
2024
Q3 		$410K Buy
14,256
+172
+1% +$4.83K ﹤0.01% 1405
2024
Q2 		$391K Sell
14,084
-4,356
-24% -$118K ﹤0.01% 1362
2024
Q1 		$498K Sell
18,440
-16,920
-48% -$447K 0.01% 1265
2023
Q4 		$915K Buy
35,360
+1,335
+4% +$33.1K 0.01% 987
2023
Q3 		$823K Buy
34,025
+19,093
+128% +$467K 0.01% 1014
2023
Q2 		$363K Buy
14,932
+761
+5% +$17.8K ﹤0.01% 1334
2023
Q1 		$326K Buy
14,171
+4,209
+42% +$94.7K ﹤0.01% 1317
2022
Q4 		$218K Buy
+9,962
New +$215K 0.01% 752

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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 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

Orion Portfolio Solutions's PSFF Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q1 2025, closing a stake of 8,712 shares — an estimated $255K sold.

Orion Portfolio Solutions first reported a position in PSFF in Q4 2022 and held it in 9 quarters. The position peaked at $915K in Q4 2023. 74 funds tracked by Wall St. Rank hold PSFF as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 8,712 Pacer Swan SOS Fund of Funds ETF shares in Q1 2025, an estimated $255K.
  • Orion Portfolio Solutions first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2022 and held it in 9 quarters.
  • Orion Portfolio Solutions's Pacer Swan SOS Fund of Funds ETF position peaked at $915K in Q4 2023.
  • 74 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.