Signature Equity Partners’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

Signature Equity Partners’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
2026 Q3	$636K	Buy	15,529 +2,614	+20%	+$106K	0.22%	104
2026 Q2	$515K	Sell	12,915 -25	-0.2%	-$975	0.24%	90
2026 Q1	$472K	Buy	12,940 +9,910	+327%	+$370K	0.25%	86
2025 Q4	$113K	Buy	+3,030	New	+$111K	0.06%	251

Other funds holding PSFD

Swan Global Investments Durango, Colorado $3.5B AUM 15.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Financial Network Wealth Advisors Murray, Utah $101M AUM 11.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.49B AUM 21.31% 1-Year Est. Return

Calton & Associates Tampa, Florida $903M AUM 21.29% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Signature Equity Partners's PSFD Position: Q3 2026 in Review

Signature Equity Partners increased its Pacer Swan SOS Flex January ETF (PSFD) stake by 20% in Q3 2026, buying an estimated $106K and bringing the position to 15,529 shares worth $636K. The position accounts for 0.22% of the portfolio, ranked #104.

Signature Equity Partners first reported a position in PSFD in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold PSFD as of Q3 2026.

Signature Equity Partners held 15,529 shares of Pacer Swan SOS Flex January ETF worth $636K as of Q3 2026.
Signature Equity Partners bought 2,614 Pacer Swan SOS Flex January ETF shares in Q3 2026, an estimated $106K.
Pacer Swan SOS Flex January ETF made up 0.22% of Signature Equity Partners's portfolio in Q3 2026, its #104 holding.
Signature Equity Partners first reported a position in Pacer Swan SOS Flex January ETF in Q4 2025 and has held it in 4 quarters since.
17 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q3 2026.

Based on Signature Equity Partners's 13F filing for Q3 2026, filed 29 Oct 2026.