SW
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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
Q2 		$527K Sell
15,372
-4,316
-22% -$145K 0.02% 617
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

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AF
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 22.96% 1-Year Est. Return
AFP
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
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Simplicity Wealth's PSFF Position: Q2 2026 in Review

Simplicity Wealth reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 22% in Q2 2026, selling an estimated $145K and leaving 15,372 shares worth $527K. The position accounts for 0.02% of the portfolio, ranked #617.

Simplicity Wealth first reported a position in PSFF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.84M in Q3 2025. 93 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

  • Simplicity Wealth held 15,372 shares of Pacer Swan SOS Fund of Funds ETF worth $527K as of Q2 2026.
  • Simplicity Wealth sold 4,316 Pacer Swan SOS Fund of Funds ETF shares in Q2 2026, an estimated $145K.
  • Pacer Swan SOS Fund of Funds ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #617 holding.
  • Simplicity Wealth first reported a position in Pacer Swan SOS Fund of Funds ETF in Q3 2025 and has held it in 4 quarters since.
  • Simplicity Wealth's Pacer Swan SOS Fund of Funds ETF position peaked at $1.84M in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.