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Waverly Advisors’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Waverly Advisors’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
2026
Q2 		$2.58M Sell
75,182
-3,402
-4% -$115K 0.02% 637
2026
Q1 		$2.52M Sell
78,584
-703
-0.9% -$22.8K 0.02% 598
2025
Q4 		$2.56M Buy
+79,287
New +$2.53M 0.02% 536

Other funds holding PSFF

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Waverly Advisors's PSFF Position: Q2 2026 in Review

Waverly Advisors reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 4.3% in Q2 2026, selling an estimated $115K and leaving 75,182 shares worth $2.58M. The position accounts for 0.02% of the portfolio, ranked #637.

Waverly Advisors first reported a position in PSFF in Q4 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold PSFF as of Q2 2026.

  • Waverly Advisors held 75,182 shares of Pacer Swan SOS Fund of Funds ETF worth $2.58M as of Q2 2026.
  • Waverly Advisors sold 3,402 Pacer Swan SOS Fund of Funds ETF shares in Q2 2026, an estimated $115K.
  • Pacer Swan SOS Fund of Funds ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #637 holding.
  • Waverly Advisors first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.