SWA
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Stratos Wealth Advisors’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Stratos Wealth Advisors’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 		$425K Buy
13,265
+176
+1% +$5.7K 0.03% 419
2025
Q4 		$423K Buy
13,089
+6,153
+89% +$196K 0.02% 468
2025
Q3 		$219K Sell
6,936
-193
-3% -$6K 0.01% 624
2025
Q2 		$217K Sell
7,129
-45,121
-86% -$1.31M 0.01% 619
2025
Q1 		$1.49M Buy
52,250
+37,109
+245% +$1.09M 0.08% 241
2024
Q4 		$443K Buy
15,141
+2,038
+16% +$59.3K 0.02% 504
2024
Q3 		$377K Buy
+13,103
New +$368K 0.02% 564

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