PSFJ PACER FDS TR

Ownership history in Financial Network Wealth Advisors LLC  ·  9 quarters on record

AI Ownership Summary

Financial Network Wealth Advisors LLC reported PACER FDS TR (PSFJ) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.59% in 2024 Q4. The latest visible filing shows PSFJ at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PSFJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Network Wealth Advisors LLC's position in PACER FDS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PSFJ was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Network Wealth Advisors LLC held PSFJ — position size vs. price
% of Fund (quarterly)    PSFJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 14,736 0% 0.51% $489K 2026-02-14 (Est.) $33.26
2025 Q3 ADDED 14,736 +591 +4.2% 0.52% $478K 2025-10-27 $32.87
2025 Q2 ADDED 14,145 +3,280 +30.2% 0.53% $439K 2025-08-14 $31.80
2025 Q1 UNCHANGED 10,865 0% 0.41% $309K 2025-05-13 $29.47
2024 Q4 REDUCED 10,865 -6,498 -37.4% 0.59% $317K 2025-02-14 $29.91
2024 Q3 REDUCED 17,363 -749 -4.1% 0.41% $498K 2024-11-15 $29.03
2024 Q2 REDUCED 18,112 -670 -3.6% 0.37% $498K 2024-08-14 $27.67
2024 Q1 REDUCED 18,782 -535 -2.8% 0.50% $502K 2024-05-14 $27.00
2023 Q4 INITIATED 19,317 0.52% $485K 2024-02-14 $25.96

FAQ About Financial Network Wealth Advisors LLC and PSFJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Network Wealth Advisors LLC reported owning PSFJ?

Financial Network Wealth Advisors LLC reported PSFJ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PSFJ position in Financial Network Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for PSFJ was 0.59% in 2024 Q4.

What is the latest reported PSFJ position on this page?

The most recent filing on this page is 2025 Q4, when Financial Network Wealth Advisors LLC reported 14,736 shares, equal to 0.51% of portfolio, with an estimated market value of $489K.

What does the chart on this PSFJ ownership page compare?

The chart compares Financial Network Wealth Advisors LLC's quarterly PSFJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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