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Trust Company’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Trust Company’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
2023
Q4 		– Sell
-287
Closed -$6.94K – 320
2023
Q3 		$6.94K Hold
287
– – ﹤0.01% 275
2023
Q2 		$6.98K Hold
287
– – ﹤0.01% 286
2023
Q1 		$6.59K Hold
287
– – ﹤0.01% 273
2022
Q4 		$6K Hold
287
– – ﹤0.01% 279
2022
Q3 		$6K Hold
287
– – ﹤0.01% 279
2022
Q2 		$6K Hold
287
– – ﹤0.01% 287
2022
Q1 		$7K Buy
+287
New +$6.39K ﹤0.01% 296

Other funds holding PSFF

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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 $1.46B AUM 14.11% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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 $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Trust Company's PSFF Position: Q4 2023 in Review

Trust Company sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q4 2023, closing a stake of 287 shares — an estimated $6.94K sold.

Trust Company first reported a position in PSFF in Q1 2022 and held it in 7 quarters. The position peaked at $7K in Q1 2022. 41 funds tracked by Wall St. Rank hold PSFF as of Q4 2023.

  • Trust Company reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q4 2023 after selling out during the quarter.
  • Trust Company sold 287 Pacer Swan SOS Fund of Funds ETF shares in Q4 2023, an estimated $6.94K.
  • Trust Company first reported a position in Pacer Swan SOS Fund of Funds ETF in Q1 2022 and held it in 7 quarters.
  • Trust Company's Pacer Swan SOS Fund of Funds ETF position peaked at $7K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q4 2023.

Based on Trust Company's 13F filing for Q4 2023, filed 10 Jan 2024.