Raymond James Financial
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Raymond James Financial’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

Raymond James Financial’s Portfolio PSFD Stock Details PSFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-159
Closed -$5.51K – 6302
2025
Q2 		$5.51K Buy
+159
New +$5.23K ﹤0.01% 6142

Other funds holding PSFD

SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial's PSFD Position: Q3 2025 in Review

Raymond James Financial sold out of Pacer Swan SOS Flex January ETF (PSFD) in Q3 2025, closing a stake of 159 shares — an estimated $5.51K sold.

Raymond James Financial first reported a position in PSFD in Q2 2025 and held it in 1 quarter. The position peaked at $5.51K in Q2 2025. 16 funds tracked by Wall St. Rank hold PSFD as of Q3 2025.

  • Raymond James Financial reported no remaining Pacer Swan SOS Flex January ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 159 Pacer Swan SOS Flex January ETF shares in Q3 2025, an estimated $5.51K.
  • Raymond James Financial first reported a position in Pacer Swan SOS Flex January ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Pacer Swan SOS Flex January ETF position peaked at $5.51K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.