RIA
PSFF icon

Realta Investment Advisors’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Realta Investment Advisors’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
Q3 		– Sell
-479
Closed -$14.6K – 348
2025
Q2 		$14.6K Hold
479
– – 0.01% 262
2025
Q1 		$13.7K Hold
479
– – 0.01% 271
2024
Q4 		$14.1K Hold
479
– – 0.01% 292
2024
Q3 		$13.9K Sell
479
-10,195
-96% -$286K 0.01% 289
2024
Q2 		$297K Sell
10,674
-1,810
-14% -$49.2K 0.06% 312
2024
Q1 		$337K Sell
12,484
-2,580
-17% -$68.2K 0.07% 299
2023
Q4 		$390K Buy
15,064
+3,715
+33% +$92.2K 0.09% 258
2023
Q3 		$276K Hold
11,349
– – 0.06% 311
2023
Q2 		$276K Buy
+11,349
New +$265K 0.06% 321

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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 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
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Realta Investment Advisors's PSFF Position: Q3 2025 in Review

Realta Investment Advisors sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q3 2025, closing a stake of 479 shares — an estimated $14.6K sold.

Realta Investment Advisors first reported a position in PSFF in Q2 2023 and held it in 9 quarters. The position peaked at $390K in Q4 2023. 82 funds tracked by Wall St. Rank hold PSFF as of Q3 2025.

  • Realta Investment Advisors reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q3 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 479 Pacer Swan SOS Fund of Funds ETF shares in Q3 2025, an estimated $14.6K.
  • Realta Investment Advisors first reported a position in Pacer Swan SOS Fund of Funds ETF in Q2 2023 and held it in 9 quarters.
  • Realta Investment Advisors's Pacer Swan SOS Fund of Funds ETF position peaked at $390K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q3 2025.

Based on Realta Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.