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

Uniting 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
2025
Q4 		– Sell
-166,585
Closed -$5.26M – 192
2025
Q3 		$5.26M Buy
+166,585
New +$5.17M 1.24% 25

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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $166M AUM 26.42% 1-Year Est. Return

Uniting Wealth Partners's PSFF Position: Q4 2025 in Review

Uniting Wealth Partners sold out of Pacer Swan SOS Fund of Funds ETF (PSFF) in Q4 2025, closing a stake of 166,585 shares — an estimated $5.26M sold.

Uniting Wealth Partners first reported a position in PSFF in Q3 2025 and held it in 1 quarter. The position peaked at $5.26M in Q3 2025. 89 funds tracked by Wall St. Rank hold PSFF as of Q4 2025.

  • Uniting Wealth Partners reported no remaining Pacer Swan SOS Fund of Funds ETF position as of Q4 2025 after selling out during the quarter.
  • Uniting Wealth Partners sold 166,585 Pacer Swan SOS Fund of Funds ETF shares in Q4 2025, an estimated $5.26M.
  • Uniting Wealth Partners first reported a position in Pacer Swan SOS Fund of Funds ETF in Q3 2025 and held it in 1 quarter.
  • Uniting Wealth Partners's Pacer Swan SOS Fund of Funds ETF position peaked at $5.26M in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q4 2025.

Based on Uniting Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.