PWPS
PSFF icon

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
Q1 		$23.7K Hold
739
– – ﹤0.01% 1608
2025
Q4 		$23.9K Buy
+739
New +$23.6K ﹤0.01% 1637

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
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $149M AUM 15.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's PSFF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Pacer Swan SOS Fund of Funds ETF (PSFF) position steady in Q1 2026 at 739 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Pinnacle Wealth Planning Services first reported a position in PSFF in Q4 2025 and has held it in 2 quarters since. The position peaked at $23.9K in Q4 2025. 92 funds tracked by Wall St. Rank hold PSFF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 739 shares of Pacer Swan SOS Fund of Funds ETF worth $23.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Pacer Swan SOS Fund of Funds ETF share count unchanged in Q1 2026.
  • Pacer Swan SOS Fund of Funds ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1608 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 2 quarters since.
  • Pinnacle Wealth Planning Services's Pacer Swan SOS Fund of Funds ETF position peaked at $23.9K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.