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Prosperity Wealth Management’s Pacer Swan SOS Conservative April ETF PSCW Stock Holding History

Prosperity Wealth Management’s Portfolio PSCW Stock Details PSCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,050
Closed -$346K – 220
2024
Q2 		$346K Buy
+14,050
New +$336K 0.17% 111

Other funds holding PSCW

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Prosperity Wealth Management's PSCW Position: Q3 2024 in Review

Prosperity Wealth Management sold out of Pacer Swan SOS Conservative April ETF (PSCW) in Q3 2024, closing a stake of 14,050 shares — an estimated $346K sold.

Prosperity Wealth Management first reported a position in PSCW in Q2 2024 and held it in 1 quarter. The position peaked at $346K in Q2 2024. 9 funds tracked by Wall St. Rank hold PSCW as of Q3 2024.

  • Prosperity Wealth Management reported no remaining Pacer Swan SOS Conservative April ETF position as of Q3 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 14,050 Pacer Swan SOS Conservative April ETF shares in Q3 2024, an estimated $346K.
  • Prosperity Wealth Management first reported a position in Pacer Swan SOS Conservative April ETF in Q2 2024 and held it in 1 quarter.
  • Prosperity Wealth Management's Pacer Swan SOS Conservative April ETF position peaked at $346K in Q2 2024.
  • 9 funds tracked by Wall St. Rank held Pacer Swan SOS Conservative April ETF as of Q3 2024.

Based on Prosperity Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.