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

Spire Wealth Management’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
2023
Q1 		– Sell
-7,771
Closed -$170K – 2574
2022
Q4 		$170K Hold
7,771
– – 0.01% 594
2022
Q3 		$160K Buy
+7,771
New +$167K 0.01% 584

Other funds holding PSFF

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T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Spire Wealth Management's PSFF Position: Q1 2023 in Review

Spire Wealth Management sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q1 2023, closing a stake of 7,771 shares — an estimated $170K sold.

Spire Wealth Management first reported a position in PSFF in Q3 2022 and held it in 2 quarters. The position peaked at $170K in Q4 2022. 27 funds tracked by Wall St. Rank hold PSFF as of Q1 2023.

  • Spire Wealth Management reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 7,771 Pacer Swan SOS Fund of Funds ETF shares in Q1 2023, an estimated $170K.
  • Spire Wealth Management first reported a position in Pacer Swan SOS Fund of Funds ETF in Q3 2022 and held it in 2 quarters.
  • Spire Wealth Management's Pacer Swan SOS Fund of Funds ETF position peaked at $170K in Q4 2022.
  • 27 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.