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Principal Securities’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Principal Securities’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
Q4 		– Sell
-440
Closed -$13.9K – 2961
2025
Q3 		$13.9K Buy
+440
New +$13.7K ﹤0.01% 2587
2025
Q2 		– Sell
-650
Closed -$19K – 3843
2025
Q1 		$19K Hold
650
– – ﹤0.01% 2221
2024
Q4 		$19K Buy
+650
New +$18.9K ﹤0.01% 2219

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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $166M AUM 26.42% 1-Year Est. Return

Principal Securities's PSFF Position: Q4 2025 in Review

Principal Securities sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q4 2025, closing a stake of 440 shares — an estimated $13.9K sold.

Principal Securities first reported a position in PSFF in Q4 2024 and held it in 3 quarters. The position peaked at $19K in Q1 2025. 89 funds tracked by Wall St. Rank hold PSFF as of Q4 2025.

  • Principal Securities reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 440 Pacer Swan SOS Fund of Funds ETF shares in Q4 2025, an estimated $13.9K.
  • Principal Securities first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2024 and held it in 3 quarters.
  • Principal Securities's Pacer Swan SOS Fund of Funds ETF position peaked at $19K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.