WA
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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
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

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
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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $149M AUM 15.23% 1-Year Est. Return

Waverly Advisors's PSFF Position: Q1 2026 in Review

Waverly Advisors reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 0.89% in Q1 2026, selling an estimated $22.8K and leaving 78,584 shares worth $2.52M. The position accounts for 0.02% of the portfolio, ranked #598.

Waverly Advisors first reported a position in PSFF in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.56M in Q4 2025. 92 funds tracked by Wall St. Rank hold PSFF as of Q1 2026.

  • Waverly Advisors held 78,584 shares of Pacer Swan SOS Fund of Funds ETF worth $2.52M as of Q1 2026.
  • Waverly Advisors sold 703 Pacer Swan SOS Fund of Funds ETF shares in Q1 2026, an estimated $22.8K.
  • Pacer Swan SOS Fund of Funds ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #598 holding.
  • Waverly Advisors first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Pacer Swan SOS Fund of Funds ETF position peaked at $2.56M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.