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Patriot Financial Group Insurance Agency’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio PSFD Stock Details PSFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Sell
5,400
-5,400
-50% -$211K 0.02% 463
2026
Q1 		$394K Buy
+10,800
New +$404K 0.02% 493

Other funds holding PSFD

WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PSFD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Pacer Swan SOS Flex January ETF (PSFD) stake by 50% in Q2 2026, selling an estimated $211K and leaving 5,400 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #463.

Patriot Financial Group Insurance Agency first reported a position in PSFD in Q1 2026 and has held it in 2 quarters since. The position peaked at $394K in Q1 2026. 4 funds tracked by Wall St. Rank hold PSFD as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 5,400 shares of Pacer Swan SOS Flex January ETF worth $215K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 5,400 Pacer Swan SOS Flex January ETF shares in Q2 2026, an estimated $211K.
  • Pacer Swan SOS Flex January ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #463 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Pacer Swan SOS Flex January ETF in Q1 2026 and has held it in 2 quarters since.
  • Patriot Financial Group Insurance Agency's Pacer Swan SOS Flex January ETF position peaked at $394K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.