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Sutton Wealth Advisors’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

Sutton Wealth Advisors’s Portfolio PSFD Stock Details PSFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$40K Hold
1,512
– – 0.02% 258
2023
Q2 		$40.7K Hold
1,512
– – 0.02% 248
2023
Q1 		$38.3K Sell
1,512
-2,641
-64% -$65.3K 0.02% 228
2022
Q4 		$99.2K Buy
+4,153
New +$95.6K 0.04% 251

Other funds holding PSFD

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Sutton Wealth Advisors's PSFD Position: Q3 2023 in Review

Sutton Wealth Advisors held its Pacer Swan SOS Flex January ETF (PSFD) position steady in Q3 2023 at 1,512 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #258.

Sutton Wealth Advisors first reported a position in PSFD in Q4 2022 and has held it in 4 quarters since. The position peaked at $99.2K in Q4 2022. 11 funds tracked by Wall St. Rank hold PSFD as of Q3 2023.

  • Sutton Wealth Advisors held 1,512 shares of Pacer Swan SOS Flex January ETF worth $40K as of Q3 2023.
  • Sutton Wealth Advisors left its Pacer Swan SOS Flex January ETF share count unchanged in Q3 2023.
  • Pacer Swan SOS Flex January ETF made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #258 holding.
  • Sutton Wealth Advisors first reported a position in Pacer Swan SOS Flex January ETF in Q4 2022 and has held it in 4 quarters since.
  • Sutton Wealth Advisors's Pacer Swan SOS Flex January ETF position peaked at $99.2K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.