World Equity Group
PSFD icon

World Equity Group’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History

World Equity Group’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 		$258K Sell
6,314
-14,126
-69% -$571K 0.11% 203
2026
Q2 		$814K Buy
20,440
+7,471
+58% +$291K 0.18% 121
2026
Q1 		$473K Buy
12,969
+4,634
+56% +$173K 0.12% 203
2025
Q4 		$311K Buy
+8,335
New +$306K 0.09% 252

Other funds holding PSFD

SEP
Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return
Financial Network Wealth Advisors
Financial Network Wealth Advisors Murray, Utah $101M AUM 11.91% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

World Equity Group's PSFD Position: Q3 2026 in Review

World Equity Group reduced its Pacer Swan SOS Flex January ETF (PSFD) stake by 69% in Q3 2026, selling an estimated $571K and leaving 6,314 shares worth $258K. The position accounts for 0.11% of the portfolio, ranked #203.

World Equity Group first reported a position in PSFD in Q4 2025 and has held it in 4 quarters since. The position peaked at $814K in Q2 2026. 5 funds tracked by Wall St. Rank hold PSFD as of Q3 2026.

  • World Equity Group held 6,314 shares of Pacer Swan SOS Flex January ETF worth $258K as of Q3 2026.
  • World Equity Group sold 14,126 Pacer Swan SOS Flex January ETF shares in Q3 2026, an estimated $571K.
  • Pacer Swan SOS Flex January ETF made up 0.11% of World Equity Group's portfolio in Q3 2026, its #203 holding.
  • World Equity Group first reported a position in Pacer Swan SOS Flex January ETF in Q4 2025 and has held it in 4 quarters since.
  • World Equity Group's Pacer Swan SOS Flex January ETF position peaked at $814K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Pacer Swan SOS Flex January ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.