Sigma Planning Corp
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Sigma Planning Corp’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Sigma Planning Corp’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
Q2 		$8.07M Sell
235,149
-3,145
-1% -$106K 0.2% 93
2026
Q1 		$7.64M Buy
238,294
+1,891
+0.8% +$61.2K 0.21% 91
2025
Q4 		$7.64M Buy
236,403
+5,998
+3% +$191K 0.21% 92
2025
Q3 		$7.28M Sell
230,405
-6,742
-3% -$209K 0.21% 91
2025
Q2 		$7.23M Sell
237,147
-18,138
-7% -$525K 0.22% 84
2025
Q1 		$7.29M Buy
255,285
+6,305
+3% +$185K 0.23% 81
2024
Q4 		$7.29M Buy
248,980
+95,154
+62% +$2.77M 0.23% 82
2024
Q3 		$4.42M Buy
153,826
+26,410
+21% +$742K 0.14% 151
2024
Q2 		$3.54M Sell
127,416
-14,788
-10% -$402K 0.11% 183
2024
Q1 		$3.84M Buy
142,204
+65,909
+86% +$1.74M 0.12% 172
2023
Q4 		$1.97M Sell
76,295
-131,404
-63% -$3.26M 0.15% 134
2023
Q3 		$5.02M Sell
207,699
-2,629
-1% -$64.3K 0.19% 108
2023
Q2 		$5.12M Buy
+210,328
New +$4.92M 0.18% 110
2022
Q3 		– Sell
-203,906
Closed -$4.28M – 1327
2022
Q2 		$4.28M Buy
203,906
+141,943
+229% +$3.05M 0.15% 141
2022
Q1 		$1.4M Buy
61,963
+225
+0.4% +$5.01K 0.04% 415
2021
Q4 		$1.41M Buy
61,738
+22,537
+57% +$507K 0.04% 423
2021
Q3 		$862K Buy
+39,201
New +$868K 0.03% 603

Other funds holding PSFF

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ausdal Financial Partners
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Financial Strategies Group
Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Sigma Planning Corp's PSFF Position: Q2 2026 in Review

Sigma Planning Corp reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 1.3% in Q2 2026, selling an estimated $106K and leaving 235,149 shares worth $8.07M. The position accounts for 0.2% of the portfolio, ranked #93.

Sigma Planning Corp first reported a position in PSFF in Q3 2021 and has held it in 17 quarters since. 93 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

  • Sigma Planning Corp held 235,149 shares of Pacer Swan SOS Fund of Funds ETF worth $8.07M as of Q2 2026.
  • Sigma Planning Corp sold 3,145 Pacer Swan SOS Fund of Funds ETF shares in Q2 2026, an estimated $106K.
  • Pacer Swan SOS Fund of Funds ETF made up 0.2% of Sigma Planning Corp's portfolio in Q2 2026, its #93 holding.
  • Sigma Planning Corp first reported a position in Pacer Swan SOS Fund of Funds ETF in Q3 2021 and has held it in 17 quarters since.
  • 93 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.