SW
PSFF icon

Simplicity Wealth’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Simplicity Wealth’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
Q1 		$631K Sell
19,688
-32,833
-63% -$1.06M 0.04% 404
2025
Q4 		$1.7M Sell
52,521
-5,836
-10% -$186K 0.1% 194
2025
Q3 		$1.84M Buy
+58,357
New +$1.81M 0.11% 196

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
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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $149M AUM 15.23% 1-Year Est. Return

Simplicity Wealth's PSFF Position: Q1 2026 in Review

Simplicity Wealth reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 63% in Q1 2026, selling an estimated $1.06M and leaving 19,688 shares worth $631K. The position accounts for 0.04% of the portfolio, ranked #404.

Simplicity Wealth first reported a position in PSFF in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.84M in Q3 2025. 92 funds tracked by Wall St. Rank hold PSFF as of Q1 2026.

  • Simplicity Wealth held 19,688 shares of Pacer Swan SOS Fund of Funds ETF worth $631K as of Q1 2026.
  • Simplicity Wealth sold 32,833 Pacer Swan SOS Fund of Funds ETF shares in Q1 2026, an estimated $1.06M.
  • Pacer Swan SOS Fund of Funds ETF made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #404 holding.
  • Simplicity Wealth first reported a position in Pacer Swan SOS Fund of Funds ETF in Q3 2025 and has held it in 3 quarters since.
  • Simplicity Wealth's Pacer Swan SOS Fund of Funds ETF position peaked at $1.84M in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.