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Patriot Financial Group Insurance Agency’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Patriot Financial Group Insurance Agency’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
-8,372
Closed -$245K – 520
2024
Q4 		$245K Sell
8,372
-36,052
-81% -$1.05M 0.03% 409
2024
Q3 		$1.28M Buy
44,424
+11,468
+35% +$322K 0.17% 140
2024
Q2 		$916K Buy
32,956
+9,105
+38% +$247K 0.13% 171
2024
Q1 		$644K Buy
+23,851
New +$631K 0.1% 221
2022
Q3 		– Sell
-100
Closed -$2K – 1552
2022
Q2 		$2K Buy
+100
New +$2.15K ﹤0.01% 1797

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 $424B AUM 22.94% 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

Patriot Financial Group Insurance Agency's PSFF Position: Q1 2025 in Review

Patriot Financial Group Insurance Agency sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q1 2025, closing a stake of 8,372 shares — an estimated $245K sold.

Patriot Financial Group Insurance Agency first reported a position in PSFF in Q2 2022 and held it in 5 quarters. The position peaked at $1.28M in Q3 2024. 74 funds tracked by Wall St. Rank hold PSFF as of Q1 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q1 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 8,372 Pacer Swan SOS Fund of Funds ETF shares in Q1 2025, an estimated $245K.
  • Patriot Financial Group Insurance Agency first reported a position in Pacer Swan SOS Fund of Funds ETF in Q2 2022 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Pacer Swan SOS Fund of Funds ETF position peaked at $1.28M in Q3 2024.
  • 74 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2025, filed 14 Apr 2025.