PWPS
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Pinnacle Wealth Planning Services’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Pinnacle Wealth Planning 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 		$25.4K Hold
739
– – ﹤0.01% 1673
2026
Q1 		$23.7K Hold
739
– – ﹤0.01% 1608
2025
Q4 		$23.9K Buy
+739
New +$23.6K ﹤0.01% 1637

Other funds holding PSFF

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
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
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

Pinnacle Wealth Planning Services's PSFF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Pacer Swan SOS Fund of Funds ETF (PSFF) position steady in Q2 2026 at 739 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Pinnacle Wealth Planning Services first reported a position in PSFF in Q4 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 739 shares of Pacer Swan SOS Fund of Funds ETF worth $25.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Pacer Swan SOS Fund of Funds ETF share count unchanged in Q2 2026.
  • Pacer Swan SOS Fund of Funds ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1673 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.