SPIA
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Steward Partners Investment Advisory’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Steward Partners Investment Advisory’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 		$51.6K Hold
1,611
– – ﹤0.01% 2756
2025
Q4 		$52.1K Sell
1,611
-445
-22% -$14.2K ﹤0.01% 2648
2025
Q3 		$65K Sell
2,056
-1,635
-44% -$50.8K ﹤0.01% 2477
2025
Q2 		$113K Sell
3,691
-929
-20% -$26.9K ﹤0.01% 2046
2025
Q1 		$132K Buy
4,620
+30
+0.7% +$881 ﹤0.01% 1853
2024
Q4 		$134K Sell
4,590
-340
-7% -$9.9K ﹤0.01% 1827
2024
Q3 		$142K Buy
4,930
+107
+2% +$3.01K ﹤0.01% 1697
2024
Q2 		$134K Buy
+4,823
New +$131K ﹤0.01% 1640

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Osaic Holdings
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MWM
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AFP
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SAW
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FSG
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MML Investors Services
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KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $149M AUM 15.23% 1-Year Est. Return