Synergy Asset Management’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

Synergy Asset Management’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
2026 Q3	$203K	Buy	+4,962	New	+$201K	0.02%	274

Other funds holding PSFD

Swan Global Investments Durango, Colorado $3.5B AUM 15.48% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Financial Network Wealth Advisors Murray, Utah $101M AUM 11.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Synergy Asset Management's PSFD Position: Q3 2026 in Review

Synergy Asset Management opened a new position in Pacer Swan SOS Flex January ETF (PSFD) in Q3 2026: 4,962 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #274 among its holdings.

11 funds tracked by Wall St. Rank hold PSFD as of Q3 2026.

Synergy Asset Management held 4,962 shares of Pacer Swan SOS Flex January ETF worth $203K as of Q3 2026.
Pacer Swan SOS Flex January ETF was a new Synergy Asset Management position in Q3 2026.
Pacer Swan SOS Flex January ETF made up 0.02% of Synergy Asset Management's portfolio in Q3 2026, its #274 holding.
11 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q3 2026.

Based on Synergy Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.