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

Summit Wealth Partners’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
2024
Q4 		– Sell
-10,811
Closed -$311K – 229
2024
Q3 		$311K Hold
10,811
– – 0.06% 189
2024
Q2 		$300K Hold
10,811
– – 0.06% 181
2024
Q1 		$292K Hold
10,811
– – 0.06% 183
2023
Q4 		$280K Sell
10,811
-2,539
-19% -$63K 0.07% 171
2023
Q3 		$323K Sell
13,350
-5,285
-28% -$129K 0.08% 134
2023
Q2 		$453K Buy
+18,635
New +$436K 0.11% 113

Other funds holding PSFF

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return

Summit Wealth Partners's PSFF Position: Q4 2024 in Review

Summit Wealth Partners sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q4 2024, closing a stake of 10,811 shares — an estimated $311K sold.

Summit Wealth Partners first reported a position in PSFF in Q2 2023 and held it in 6 quarters. The position peaked at $453K in Q2 2023. 78 funds tracked by Wall St. Rank hold PSFF as of Q4 2024.

  • Summit Wealth Partners reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 10,811 Pacer Swan SOS Fund of Funds ETF shares in Q4 2024, an estimated $311K.
  • Summit Wealth Partners first reported a position in Pacer Swan SOS Fund of Funds ETF in Q2 2023 and held it in 6 quarters.
  • Summit Wealth Partners's Pacer Swan SOS Fund of Funds ETF position peaked at $453K in Q2 2023.
  • 78 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.