World Equity Group
PSFJ icon

World Equity Group’s Pacer Swan SOS Flex July ETF PSFJ Stock Holding History

World Equity Group’s Portfolio PSFJ Stock Details PSFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$257K Sell
7,136
-15,930
-69% -$567K 0.11% 205
2026
Q2 		$811K Buy
23,066
+8,536
+59% +$295K 0.18% 122
2026
Q1 		$475K Buy
14,530
+5,122
+54% +$170K 0.12% 202
2025
Q4 		$312K Buy
+9,408
New +$308K 0.09% 250

Other funds holding PSFJ

Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
Financial Network Wealth Advisors
Financial Network Wealth Advisors Murray, Utah $101M AUM 11.91% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 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
SEP
Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

World Equity Group reduced its Pacer Swan SOS Flex July ETF (PSFJ) stake by 69% in Q3 2026, selling an estimated $567K and leaving 7,136 shares worth $257K. The position accounts for 0.11% of the portfolio, ranked #205.

World Equity Group first reported a position in PSFJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $811K in Q2 2026. 7 funds tracked by Wall St. Rank hold PSFJ as of Q3 2026.

  • World Equity Group held 7,136 shares of Pacer Swan SOS Flex July ETF worth $257K as of Q3 2026.
  • World Equity Group sold 15,930 Pacer Swan SOS Flex July ETF shares in Q3 2026, an estimated $567K.
  • Pacer Swan SOS Flex July ETF made up 0.11% of World Equity Group's portfolio in Q3 2026, its #205 holding.
  • World Equity Group first reported a position in Pacer Swan SOS Flex July ETF in Q4 2025 and has held it in 4 quarters since.
  • World Equity Group's Pacer Swan SOS Flex July ETF position peaked at $811K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Pacer Swan SOS Flex July ETF as of Q3 2026.

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